Congratulations, Changxin! All the global DRAM main players are now in place

$CXMT On the first day, it surged more than 470% at the open; its market cap briefly broke above 3.3 trillion yuan. Xiao Ou compared and compiled a side-by-side look at the market share, revenue, market cap, and PE of the six global DRAM companies
Currently, Samsung is 38.5%, SK hynix is 28.8%, and Micron is 22.4%. Together, the three giants add up to nearly 90%. Changxin follows closely behind, with a 7.7% global share and Q1 revenue of $7.5 billion, supporting a $460 billion market cap and a 145x PE. Its future potential is still very strong
In the short term, there’s a shortage of chips; in the long term, there’s a shortage of energy; and forever, there’s a shortage of storage