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12 pages

CXMT

What Hyperscaler Earnings Proved, and What They Didn't: Three Explanations for the Memory Sell-Off

Memory No Longer Needs Prices to Rise Further: Anatomy of the August 3 Plunge and the Contract Price Deceleration

July Earnings Season Wrap: AI Demand Was Confirmed, and Memory Pricing Became an Industry-Wide Cost

Anatomy of Black Tuesday: Is China's DUV Mass-Production Report a Major Negative or Noise?

Weekly Semiconductor Deep Dive: Strong Earnings, Compressed Multiples, and the 2028 Inflection

China's Memory Localization and Korea: Decomposing Samsung, SK Hynix and Micron's China Exposure from Disclosures

What China's Open-Model Convergence Actually Changes: Value-Chain Redistribution, Not Demand Collapse

U.S. House Letter Seeking Chinese Memory Procurement Restrictions: CXMT, YMTC, and the 2028 Cycle

Will Apple Really Use CXMT? China-Only Memory Testing and the Pricing Risk for Korean DRAM Makers

The Supply Gap Spilling Beyond HBM: Reading Three Hana Securities Reports as One Story