Ellie Wang

Senior Analyst of CRU Group

2 stories

3 quotes

Based on its current development and production progress, it will remain challenging for CXMT to substantially narrow the gap before AI-driven memory demand begins to normalize,
I believe it is precisely because Anhui and Hefei have such a deep understanding of these industries that they dare to take a 'deep dive' and put more resources into projects that are seemingly difficult,
That advantage has positioned SK Hynix as one of the biggest beneficiaries of the rapid growth in AI infra,

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