

CXMT has ddr5 manufacturing capabilities but it will be years before they scale it, and they’re embargoed by the US, so nobody on good terms with the US can get it.
And yes, they would also sell to the enterprise customers, but it would lower prices overall.



Neither are true, Micron has been plummeting since their earnings report on the 18th. This might have caused a small dip but it’s nothing compared to the cliff they just fell off of.