I have nothing to say about this company's long term potential, but I'm curious to know whether this will become an enormous "tik stok" like SK Hynix became in South Korea. I've watched a short documentary about the investment mania in SK and it's really scary.

is it retail or hype driven - that's the question

EU chip industry: best I can do is eat glue in the corner.

Let’s see them ship some chip first

Prediction - we are going to figure out SOTA AI performance without requiring 1TB of memory within a year or so.

Of course CXMT, Micron, and family will still be profitable, but maybe not 'surge 470% from IPO' profitable.

The more interesting question is: why does the rest of the world not increase their production prowess? I am aware of most of the reasons, but I am getting tired of the "China is better than the rest of the world". It is more that China did a lot of things that the others either failed to do or no longer wanted to do. Case in point is Germany: from "our cars are best" to "hey, chinese cars are now better" (or, cheaper, for a comparative quality). This constant complaining is so strange. Would that energy not be better spent to try to become better?