CXMT's IO prospectus reveals its revenue set to grow at 79% CAGR between CY22 and CY25. Revenue will grow 130% y/y in CY25 and gross margin will expand to 30%+ from around 6% in CY24. Almost $10B capex in CY24. 95-100% utilization rates. 3 fabs. Majority LPDDR but DDR mix growing.
Source: Sravan Kundojjala
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