星球日报|Jun 29, 2026 01:28
[Citi: Apple's Interest in Changxin Memory Will Enhance Its Global Position]
Odaily Planet Daily News - Citi stated that reports of Apple's interest in Changxin Memory's products signify a shift for Changxin Memory from being a 'Chinese domestic substitution story' to becoming a 'credible global fourth-largest DRAM manufacturer.' Citi expects this news to benefit Changxin Memory and its supply chain, including equipment suppliers and OSAT (Outsourced Semiconductor Assembly and Test) providers.
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