Chinese semiconductor thread II

[Michael90]

CXMT is on pace to being far and away the most profitable in China over the next year. Even at $20B a quarter for next 4 quarters & 80% margin, it's profit will be $64B.

YMTC will probably have profit of $15-20B also as NAND price continue to rise.

Which is why I tell people to never say the future is guarantee in their predictions like some meme era here a fond of doing. Who would have imagined that CXMT and YMTC might turn up as the most profitable companies in China by a wide margin just 2 to 3 years ago ? If you told anyone that can be possible in 2027/2028 they will say you are crazy . The future is always uncertain, nobody knows the circumstances of things that can change and new technologies that can make the past ones less relevant and thus change the dynamics of companies /industries and market share/profits .

so some level of caution/pessimism is always needed in any prediction.

 

[tphuang]

https://twitter.com/i/web/status/2071354282343793077

memory chip shortage will be a real thing until this AI build out slows down a little bit. Likely no reprieve for next year. Looks like Apple is really desperate. I wouldn't be surprised if they also try to get YMTC.

 

[gotodistance]

https://twitter.com/i/web/status/2071354282343793077

memory chip shortage will be a real thing until this AI build out slows down a little bit. Likely no reprieve for next year. Looks like Apple is really desperate. I wouldn't be surprised if they also try to get YMTC.

South Korea's semiconductor utilization rate is 72%!!
US semiconductor utilization rate is 75%!!

US semiconductor utilization rate is 75.4%! US semiconductor industry production data contains a massive illusion (distortion), and it is highly likely that actual physical semiconductor utilization rates and market conditions are much cooler than they appear.

The surge in memory prices is attributed to production cuts by South Korean semiconductor companies.
Approximately 72.4% as of February 2026

 

[Michael90]

The surge in memory prices is attributed to production cuts by South Korean semiconductor companies.
Approximately 72.4% as of February 2026

Why did they do so? Was it just to inflate prices and improve their margins even more? Or was it because they wanted to shift focus on more profitable HBM?

 

[pbd456]

One thing that I dont understand in this ai investment is that the gpu and memory are depreciating asset due to improve performance of newer chips.
Why does it make sense to invest So much urgently instead of spread out over time?

 

[henrik]

South Korea's semiconductor utilization rate is 72%!!
US semiconductor utilization rate is 75%!!

US semiconductor utilization rate is 75.4%! US semiconductor industry production data contains a massive illusion (distortion), and it is highly likely that actual physical semiconductor utilization rates and market conditions are much cooler than they appear.

The surge in memory prices is attributed to production cuts by South Korean semiconductor companies.
Approximately 72.4% as of February 2026

The Koreans want to boost sk hynix stock price as sk hynix IPO in the US, so that they can profit as much as possible.

 

[tphuang]

https://twitter.com/i/web/status/2071549610443587856

多氟多 reporting on its current production + huge expansion ahead in its semi and electronic grade chemical products.

 

[tphuang]

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BYD Semi has hit 100m deliveries of BMS AFE. Huge milestone. It has been using its own BMS AFE since 2021.

 

[tphuang]

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安徽凌光红外/Luxet Infrared unveils product Luxet Veritas which combines Emission Microscopy/EMMI and Optical Beam Induced Resistance Change/OBIRCH, filling a domestic gap and covers full spectrum of semiconductor failure analysis requirements. Competitors includ product from Keysight, Thermo Fisher and Hamamatsu.

 

[gotodistance]

Samsung, SK Hynix, and Micron Face Class-Action Lawsuit in U.S. Over Alleged DRAM Supply Manipulation

Eventually Exposed to Intentional Production Cuts, Will Face Huge Damages!!

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