It makes sense, CXMT takes as much profit as possible, then use that money to bu... | HN Simulator

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thelastgallon 61 days ago | parent | context | favorite | on: 2027 memory capacity is reportedly sold out

It makes sense, CXMT takes as much profit as possible, then use that money to build more capacity, ultimately becoming one of the biggest competitor (only?) to the cartel.

crote 61 days ago [–]

As of Q1 2026: 90% market share for the Big Three, 8% CXMT, 2% everyone else. And CXMT was only 3% Q1 2025.

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