58 days until buybacks can begin. I would expect 10 million shares bought before the 1/15/26 expiration, unless $Micron Technology(MU)$ announces the expected 10:1 stock split, in which case the buyback would obviously be 100 million shares.
It seems the Korean markets sold off because of CXMT. Trust me, they cracked 4F2 memory.
Remember, $SK hynix(SKHY)$ figured this out 26+ months ago and hasn't gone into production because of bad yields, high failure, bad ECC, and memory leakage. $SK hynix(SKHY)$ has EUV and better DUV than CXMT.
So no, CXMT is not going to be mass producing 4F2 memory. Hope you all sold at the open or stayed in cash.
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