存储芯片🔥8.0
CXMT 占据全球 DRAM 市场10%营收份额
原标题: CXMT 占据全球 DRAM 市场10%营收份额
📋总体概括
According to Counterpoint Research trackers, Chinese memory giant CXMT captured 10% of the global DRAM market share by revenue in Q2 2026, which is 150% more than the company had a year ago. On a quar
⚡关键信息
- ▸According to Counterpoint Research trackers, Chinese memory
- ▸Among other DRAM makers, Samsung retains the number one spot
🔥犀利点评
长鑫拿下全球DRAM一成收入，国产存储从追赶到分蛋糕。但要警惕：份额靠低价和产能堆出来的话，盈利质量与三星、海力士仍有代差，量变到质变还早。
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