---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43104473.md"
description: "ChangXin's valuation should already factor in the assumption that it will completely devour the existing market share of SK Hynix and Micron in DRAM and NAND, along with the certainty of its successful entry into HBM. It is applying a valuation outlook for a top-three or even top-two player based on its current status as the fourth-largest in the market."
datetime: "2026-07-31T03:01:22.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43104473.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43104473.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43104473.md)
author: "[輸棟樓的韭菜](https://longbridge.com/en/profiles/10647684.md)"
---

# ChangXin's valuation should already factor in the …


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## Comments (7)

- **AlphaWey · 2026-07-31T04:41:49.000Z**: How many more years for HBM? Without EUV lithography machines, the yield won't be good.
- **不断学习，不断进步。 · 2026-07-31T03:02:56.000Z**: What is Mr. Lou buying recently? It feels like you haven't announced any trades for a long time.
  - **輸棟樓的韭菜** (2026-07-31T03:03:55.000Z): I won't buy, I'll buy Microsoft and Nintendo. I'm playing a battle of wits with the air.
  - **不断学习，不断进步。** (2026-07-31T03:05:38.000Z): Still need to be steady. Today in July, I took a hit on storage and optical modules. Consider it buying a lesson with money. If I hadn't participated in storage and optical modules in the first place,
  - **Tsinghe** (2026-07-31T03:30:45.000Z): Bro Leek, what position size have you reached for Microsoft? 🤓