The Memory Sector Meltdown: Ge

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The Memory Sector Meltdown: Geopolitical Nightmare or a Discount Buying Opportunity? On Monday $Micron Technology(MU)$ & $SanDisk Corp.(SNDK)$ fell on news that $Cxmt Corporation(688825)$ announced key progress on a dense, next gen 4F2 server DRAM architecture. China is no longer just trying to catch up. CXMT is growing at a terrifying pace. It manages to grow its market share from 1% in 2023 to 10% of global DRAM revenue in Q2 2026.

CXMT's 4F2 technology will be ready for shipment by the end of 2026, making it a formidable opponent mid term competitor.

Buy the Dip or Wait for Dust to Settle?

I prefer to treat this pullback as an excellent opportunity to buy Micron & SanDisk. Why? AI data center demand is projected to outstrip global memory supply through 2028.

While CXMT captures the low to mid end market share, Micron & SanDisk are capturing the premium high margin AI end. This is a great time to buy both giants at a discount.

@老板让我来发币 @TigerStars @Tiger_comments

# The boss asked me to issue coins

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Should the Fed FOMC + Big Four be safe from earnings week? ","image":"https://community-static.tradeup.com/news/e052723fe2e3eb2bf5ba2a6e88325e8c"}],"images":[{"img":"https://community-static.tradeup.com/news/a6d226adf5fe83dd14018493b77d530e"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/a6d226adf5fe83dd14018493b77d530e"}],"title":"","html":"<html><head></head><body>The Memory Sector Meltdown: Geopolitical Nightmare or a Discount Buying Opportunity?&nbsp; On Monday <a href=\"https://ttm.financial/S/MU\"> $Micron Technology(MU)$ </a>&amp; <a href=\"https://ttm.financial/S/SNDK\"> $SanDisk Corp.(SNDK)$ </a>fell on news that <a href=\"https://ttm.financial/S/688825\"> $</a><a href=\"https://ttm.financial/S/688825\">Cxmt</a><a href=\"https://ttm.financial/S/688825\"> Corporation(688825)$ </a>announced key progress on a dense, next gen 4F2 server DRAM architecture.&nbsp; China is no longer just trying to catch up.&nbsp; CXMT is growing at a terrifying pace.&nbsp; It manages to grow its market share from 1% in 2023 to 10% of global DRAM revenue in Q2 2026.\n\nCXMT's 4F2 technology will be ready for shipment by the end of 2026, making it a formidable opponent mid term competitor.\nBuy the Dip or Wait for Dust to Settle?\nI prefer to treat this pullback as an excellent opportunity to buy Micron &amp; SanDisk.&nbsp; Why? AI data center demand is projected to outstrip global memory supply through 2028.\nWhile CXMT captures the low to mid end market share, Micron &amp; SanDisk are capturing the premium high margin AI end.&nbsp; This is a great time to buy both giants at a discount.\n<a href=\"https://ttm.financial/U/3527667692939938\"> @老板让我来发币 </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a> <t-t type=\"img\" src=\"https://community-static.tradeup.com/news/a6d226adf5fe83dd14018493b77d530e\"></t-t></body></html>","htmlText":"<html><head></head><body>The Memory Sector Meltdown: Geopolitical Nightmare or a Discount Buying Opportunity?&nbsp; On Monday <a href=\"https://ttm.financial/S/MU\"> $Micron Technology(MU)$ </a>&amp; <a href=\"https://ttm.financial/S/SNDK\"> $SanDisk Corp.(SNDK)$ </a>fell on news that <a href=\"https://ttm.financial/S/688825\"> $</a><a href=\"https://ttm.financial/S/688825\">Cxmt</a><a href=\"https://ttm.financial/S/688825\"> Corporation(688825)$ </a>announced key progress on a dense, next gen 4F2 server DRAM architecture.&nbsp; China is no longer just trying to catch up.&nbsp; CXMT is growing at a terrifying pace.&nbsp; It manages to grow its market share from 1% in 2023 to 10% of global DRAM revenue in Q2 2026.\n\nCXMT's 4F2 technology will be ready for shipment by the end of 2026, making it a formidable opponent mid term competitor.\nBuy the Dip or Wait for Dust to Settle?\nI prefer to treat this pullback as an excellent opportunity to buy Micron &amp; SanDisk.&nbsp; Why? AI data center demand is projected to outstrip global memory supply through 2028.\nWhile CXMT captures the low to mid end market share, Micron &amp; SanDisk are capturing the premium high margin AI end.&nbsp; This is a great time to buy both giants at a discount.\n<a href=\"https://ttm.financial/U/3527667692939938\"> @老板让我来发币 </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a> <t-t type=\"img\" src=\"https://community-static.tradeup.com/news/a6d226adf5fe83dd14018493b77d530e\"></t-t></body></html>","text":"The Memory Sector Meltdown: Geopolitical Nightmare or a Discount Buying Opportunity? On Monday $Micron Technology(MU)$ & $SanDisk Corp.(SNDK)$ fell on news that $Cxmt Corporation(688825)$ announced key progress on a dense, next gen 4F2 server DRAM architecture. China is no longer just trying to catch up. CXMT is growing at a terrifying pace. It manages to grow its market share from 1% in 2023 to 10% of global DRAM revenue in Q2 2026. CXMT's 4F2 technology will be ready for shipment by the end of 2026, making it a formidable opponent mid term competitor. Buy the Dip or Wait for Dust to Settle? I prefer to treat this pullback as an excellent opportunity to buy Micron & SanDisk. Why? AI data center demand is projected to outstrip global memory supply through 2028. While CXMT captures the low to mid end market share, Micron & SanDisk are capturing the premium high margin AI end. This is a great time to buy both giants at a discount. @老板让我来发币 @TigerStars @Tiger_comments","highlighted":1,"essential":1,"paper":1,"likeSize":28,"commentSize":0,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/618119862485520","repostId":0,"isVote":1,"tweetType":1,"viewCount":818,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["688825","SNDK","MU"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":820,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}