The DRAM Race Between CXMT and Micron Is Closing Fast. One Leg Still Runs the Wrong Way [gg6DUqnFM3a]
Two clocks are running on the same DRAM track — Micron on one, CXMT on the other — and the gap is compressing lap by lap. We call it live, in the present tense, leg by leg. Leg one, capacity: Micron sets the pace, then CXMT's split comes in and the wafer output keeps climbing into the lead. Leg two, node: the DDR5 stretch, where CXMT is closing but running on a DUV-plus-multipatterning stride that burns extra steps. Then comes the brake — the one leg that honestly reverses. Yield and trust, where even domestic buyers hesitate, and the volume Micron gave back on capacity it takes right back here. Every split gets read against the wall clock. I hold the twelve-month finish-line call for the end. Where do you think the two clocks stand a year out — drop your split below. Subscribe to catch the next leg as it runs.