Well yeah, but the price is so high because the big 3 refuse to meet the demand so CXMT selling ram is also going to force the hand of the big 3 unless they're okay with CXMT just gobbling up the market. It won't happen overnight but if the AI deals are to be believed CXMT has years to scale up production because the big 3 will have their docks stuck in the AI pot.
you are viewing a single comment's thread
view the rest of the comments
view the rest of the comments
replies: