storage supercycle
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The Storage Supercycle’s Money Is Real — Read the Ledger Carefully
CXMT swung to a ¥77.6 billion net profit on ¥150.3 billion of revenue, and DRAM and NAND contract prices rose 58–75% in a quarter. The…
CXMT swung to a ¥77.6 billion net profit on ¥150.3 billion of revenue, and DRAM and NAND contract prices rose 58–75% in a quarter. The…