SGXIAMI@EC2612E

$XIAOMI-W(01810.HK)

Just in May and June of this year, the valuations of US-based Micron, and South Korea's Samsung and SK Hynix, have successively approached or crossed the $1 trillion threshold (these three companies account for over 90% of the global DRAM market). Last week, SK Hynix listed in the US, with its market capitalization calculated based on its US ADR price exceeding $1 trillion — though it's worth mentioning that its ADR carries a significant scarcity premium compared to its domestic stock price in South Korea.

What about China? China also needs a memory champion that can sit at this table. Based on the issue price of 8.66 yuan, ChangXin's market capitalization from this issuance is approximately 579.2 billion RMB, which will immediately place it among the largest companies by market cap on the STAR Market upon listing; more optimistic institutions have even voiced expectations of it reaching trillions, or even tens of trillions of RMB in the future (though it must be clarified, that is based on a series of strong assumptions including "sustained high growth, accelerated domestic substitution, and long-term maintenance of high valuations").

US with a trillion dollars, South Korea with a trillion dollars, China with a trillion RMB — although there's still a gap in magnitude between "dollars and RMB," this is the first time China has a player of its own that can reach this table.

$CXMT(688825.SH)$SK Hynix(SKHY.US)$Micron Tech(MU.US)

Learned it, preserving the gains is really important.

Take a good look at this card table, and you'll understand ChangXin.

The US card — Micron. It represents the US's strength in memory, with strong technology and high profits, serving as a crucial link in the US's self-sufficient and controllable AI supply chain.

The two Korean cards — Samsung, SK Hynix. This is interesting: Korea is a small country, but it has managed to squeeze into the core position of the global AI supply chain precisely because of Samsung and SK Hynix. Korea's stock market, and even the confidence of the entire nation, are largely propped up by these two companies. Last week, SK Hynix went public in the US, which is Korea's card, aiming to raise its profile once again in front of global capital.

China's card — it was empty in the past, but now it's ChangXin.

$CXMT(688825.SH)$Micron Tech(MU.US)$SK Hynix(SKHY.US)

Memory is one of the most concentrated and critical profit segments in the AI world. It has long been dominated by three companies: South Korea's Samsung, SK Hynix, and the US's Micron — together they account for about 90% of the global market. China's presence in this area in the past was almost zero.

So you can understand, this is not just a business; it's a strategic position at the national level. Whoever has a say in memory holds a crucial checkpoint in the AI era's industrial chain that others cannot bypass.

$CXMT(688825.SH)$Micron Tech(MU.US)$SK Hynix(SKHY.US)

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