Jukan @ICML (@jukan05) “Even Chinese companies are signing LTAs now lol RTRS: - China’s CXMT has signed” — TopicDigg
Jukan @ICML
@jukan05
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Even Chinese companies are signing LTAs now lol
RTRS:
- China’s CXMT has signed a $3 billion LTA with Tencent.
- CXMT is also in talks with other Chinese internet companies, including Alibaba Cloud, ByteDance, and Xiaomi.
- As of Q1, CXMT’s DDR5 yields still lagged behind Western peers.
- CXMT currently operates two 12-inch DRAM fabs in Hefei and one fab in Beijing, with total wafer capacity of around 300k wafers per month.
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