China Closed the HBM Gap to 3 Years. Leaders Moved to HBM4.
CXMT hit HBM3 parity, 3 years behind Samsung and SK Hynix, and is raising $4.2B to scale. The real story: domestic HBM that never faces export controls.
#geopolitics
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CXMT hit HBM3 parity, 3 years behind Samsung and SK Hynix, and is raising $4.2B to scale. The real story: domestic HBM that never faces export controls.
An Iranian strike on SABIC's Jubail complex took out 70% of global PPE resin. PCB prices rose 40%, lead times 5x. Every AI server and GPU needs PCBs.