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@damnang2 · 2026-10-13 02:27

Reports about CXMT’s 3D DRAM seem to be affecting memory stocks again. Personally, this reminds me of the FUD surrounding CXMT during the memory stock selloff in June and July. I’m not dismissing CXMT’s technical capabilities, but I don’t think it’s appropriate to exaggerate or deliberately spin its progress to influence the market. I’ve also discussed this with a 3D DRAM expert at SK hynix, so please check out the article below👇

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