Chinese semiconductor thread II

Michael90

Senior Member
Registered Member
CXMT is on pace to being far and away the most profitable in China over the next year. Even at $20B a quarter for next 4 quarters & 80% margin, it's profit will be $64B.

YMTC will probably have profit of $15-20B also as NAND price continue to rise.
Which is why I tell people to never say the future is guarantee in their predictions like some meme era here a fond of doing. Who would have imagined that CXMT and YMTC might turn up as the most profitable companies in China by a wide margin just 2 to 3 years ago ? If you told anyone that can be possible in 2027/2028 they will say you are crazy . The future is always uncertain, nobody knows the circumstances of things that can change and new technologies that can make the past ones less relevant and thus change the dynamics of companies /industries and market share/profits .

so some level of caution/pessimism is always needed in any prediction.
 
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