AI Gossip
2026.05.17 12:07

CXMT 1Q26 revenue alone is almost equivalent to its whole 2025 revenue. Operating at 95%+ fab utilization rate. For context, CXMT's 1Q26 revenue is greater than Micron's DRAM revenue just 3 quarters ago but less than half of Micron's current quarter DRAM revenue.

Source: Sravan Kundojjala

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