Ray Wang says China's CXMT holds a 10% DRAM share but trails SK Hynix by 4 years in HBM, as AI memory shortages rattle U.S. chip stocks.
As memory giants Micron Technology Inc.
(NASDAQ:MU) and SanDisk Corp.
(NASDAQ:SNDK) remain in focus, SemiAnalysis analyst Ray Wang told CNBC that China’s ChangXin Memory Technologies (CXMT) has captured a striking 10% global DRAM bit share.
While crowning the Chinese firm as an immediate threat, Wang emphasizes that CXMT is years behind industry pioneer SK Hynix Inc.
(NASDAQ:SKHY) in the lucrative artificial intelligence memory race.
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