聚焦高盛-中国半导体自给能力的构建(英)。Initiating coverage on shares of China’s DRAM leader, CXMT, at Buy with a 12M TP of Rmb129: We expect capacity to more than double by 2030E vs. 2026E to 665k wpm, leading its conventional DRAM supply to reach 41% / 50% of Samsung / SK Hynix by 2028E from 28% / 35% in 2025.
聚焦高盛-中国半导体自给能力的构建(英)。Initiating coverage on shares of China’s DRAM leader, CXMT, at Buy with a 12M TP of Rmb129: We expect capacity to more than double by 2030E vs. 2026E to 665k wpm, leading its conventional DRAM supply to reach 41% / 50% of Samsung / SK Hynix by 2028E from 28% / 35% in 2025.
聚焦高盛-中国半导体自给能力的构建(英)。Initiating coverage on shares of China’s DRAM leader, CXMT, at Buy with a 12M TP of Rmb129: We expect capacity to more than double by 2030E vs. 2026E to 665k wpm, leading its conventional DRAM supply to reach 41% / 50% of Samsung / SK Hynix by 2028E from 28% / 35% in 2025.
覆盖 2026 年。
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适合战略规划、产品经理、行业研究员等读者参考。
重点分析了半导体、高盛、中国半导体自给能力的构建等议题。