---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000934775.md"
description: "📌🇺🇸 Chinese competition in memory chips has increased concerns over oversupply and pricing pressure, weighing on MU stock. Faster technology progress and capacity expansion from Chinese rivals could challenge Mu’s market share contributing to recent weakness in the share price.MSFT and META shot up pretty fast last few sessions. But will the prices keep reeling upward or just a rotated tech swings.NDVA dip while SPCX stay steady for now. Waiting to watch after the banks report to better gauge the market responses in order to tell whether is there going to be a Price correction especially to all time high by now !It cannot always keep going up and not coming down when it is so true the global markets scene now is way below 5 in a scale of 10!!!Let’s track 👀"
datetime: "2026-10-13T03:09:18.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000934775.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000934775.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000934775.md)
author: "[Vt3](https://longbridge.com/en/profiles/25295943.md)"
generator: "portal-rs"
---

# 📌🇺🇸 Chinese competition in memory chips has increa…


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- [META.US](https://longbridge.com/en/quote/META.US.md)
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## Comments (4)

- **orange · 2026-10-13T04:10:42.000Z · 👍 1**: the oversupply question is settled by incumbent capex discipline more than by new entrants, the ratio of capex to revenue at the big three is what has marked past dram bottoms.
  - **Vt3** (2026-10-13T04:16:09.000Z): Thanks for sharing , Yeah peoples taking profit whenever there is any sign of threats such as competition does play a part in any form of businesses despite strong fundamentals !
- **TheInvestingIguana · 2026-10-13T03:37:37.000Z · 👍 1**: The MU angle is the one with actual substance behind it, CXMT's 4F² design and server-memory push is a real competitive threat even if it doesn't show up in pricing for another year or two. MSFT and META running that hot makes the "rotation vs continuation" question fair, though NVDA dipping
  - **Vt3** (2026-10-13T03:57:18.000Z): Nice


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**