China’s CXMT Swings to Profit After Memory Chip Prices Surge
THE SO WHAT
Memory is back in a seller’s market—CXMT’s profit swing on higher DRAM prices is another data point that AI and data-heavy workloads are repricing the entire memory stack. If your models are memory-bound, assume RAM and HBM volatility in your 2026–2028 cost curves, not just GPU volatility.
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