---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42716044.md"
description: "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)"
datetime: "2026-07-16T08:50:51.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42716044.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42716044.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42716044.md)
author: "[熊猫校长Ming](https://longbridge.com/en/profiles/16386316.md)"
generator: "portal-rs"
---

# Memory is one of the most concentrated and critica…


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## Comments (9)

- **一买就被套 · 2026-08-04T10:12:14.000Z**: I can only watch every day, unable to buy.
  - **巨米有财** (2026-08-04T10:12:48.000Z): I'm using an HK☎️ card and 🪜
- **小帕不炒股 · 2026-07-16T09:00:22.000Z**: What's puzzling is how ChangXin of Mian A will fare when the storage sector in overseas markets is performing so poorly.
  - **十七很牛** (2026-07-16T09:06:40.000Z): I understand that Changxin only needs to complete the issuance within the target price range. The subsequent rise or fall has no immediate significant relationship with the company itself or the corne
  - **小帕不炒股** (2026-07-16T09:07:52.000Z): The issuance is definitely unaffected, but the post-listing trend is currently very unclear 😶‍🌫️
  - **他强由他强，清风拂山** (2026-07-16T09:08:34.000Z): Changxin will surge because overseas markets give it a valuation of around 10x, while in the A-share market it can be valued at 200x.
- **醉后余欢欢 · 2026-07-16T08:52:35.000Z**: What does the principal think of mu?
  - **熊猫校长Ming** (2026-07-16T09:19:05.000Z): According to research, the narrative is still there, look at the holding price.


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