반도체·하드웨어 · 리포트
CXMT's share of DRAM revenue slipped to 9% in Q3 as HBM4 looms, though its G5 product could shift the picture.
CXMT's slipping share signals competitive pressure from HBM4 on Chinese DRAM makers, and the G5 product is the variable that could reverse the trend.
업계 전문지Slicast · 2026년 11월 8일 05:22 UTC · 미국 · 출처: XenoSpectrum
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