To The Moon

$XIAOMI-W(01810)$  will middle east funds buy Xiaomi shares? Good chance for them

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$XIAOMI-W(01810)$  Reuters: In addition to one fab scheduled for completion this year, YMTC plans to build two more, and once all three fabs are operational, its production capacity will more than double. Reuters: One of YMTC’s soon-to-be-completed fabs sourced more than 50% of its equipment from domestic Chinese companies, including key tools used for vertically stacking chip layers. Reuters: Two sources said all three of YMTC’s new fabs will allocate a certain amount of capacity to DRAM production, though the exact output will depend on the progress of the company’s DRAM chip development. $SNDK

$XIAOMI-W(01810)$  SK Hynix to Cut HBM4 Volumes This Year... Expanding HBM3E and Other Products Instead SK Hynix is reportedly pursuing a plan to reduce its 6th-generation High Bandwidth Memory (HBM) shipments to NVIDIA by approximately 20–30% compared to its original plan. This is understood to be a consequence of NVIDIA's next-generation AI accelerator "Vera Rubin" facing difficulties in scaling mass production. However, the reduced HBM4 volumes from SK Hynix are expected to be substituted by demand for the previous-generation HBM3E and server DRAM. Given that margin profiles differ across products, the industry consensus is that the impact on this year's business results remains to be seen. According to ZDNet Korea's reporting on April 14

$XIAOMI-W(01810)$  samsung, micron, etc share prices are falling

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$Xiaomi Corp.(XIACY)$  $XIAOMI-W(01810)$