CXMT Can Rally More Than 1,200% on Market Share Win, Nomura Says
THE SO WHAT
Nomura floating a 1,239% upside for CXMT on future memory share underscores how central DRAM/NAND capacity has become to the AI thesis—memory is now a speculative leverage point, not just a component. If you run AI-heavy workloads, treat memory supply and pricing as a strategic variable alongside GPUs, not an afterthought.
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