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> – As of Q1, CXMT’s DDR5 yields still lagged behind Western peers. > Hefei, Beijing The funny thing is that DDR5 is of course produced in South Kore…
> - As of Q1, CXMT’s DDR5 yields still lagged behind Western peers.> Hefei, BeijingThe funny thing is that DDR5 is of course produced in South Korea, which is well to the East of Mainland ChinaI guess Micron counts though… Do they have much US capacity?Jukan @ICML: Even Chinese companies are signing LTAs now lolRTRS:-