Top 10 Influencers in 2025
Likes ReceivedChangXin'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.
$CXMT(688825.SH) and $SK Hynix(SKHY.US), one of their valuation models must be wrong, or they represent two extremes, eventually converging towards some middle ground 🤔
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
