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@analysisop · Exit CXMT
Read asExit CXMT
Since the call—
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Medium · 0.87Confidence
Sat, Oct 17Tweeted
Mon, Oct 19 closeCounted from
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—Oct 19
Alex A.C.@AnalysisOpVery good post explaining the battle between the 3 Memory Majors and the Chinese CXMT $MU $SKHY Samsung ⚔️ CXMT 🇨🇳 Pro tip: the good guys win 😉 Anyway, Chinese can "flood" the Market while suffering huge loses and being several steps below the others in tech 🤷♀️
Ro Potoski@RoPotoskiI dont know as I've not read cxmt's financials yet, but i suspect it is because CXMT cant yet actually do nearly as much as people expect (profitably) at a mass production level; their opex, R&D and other expenses probably occupy a far higher % of revenues than the Koreans (and