Overview: This report is an update to the "Made in China" report (January 16). In the memory market outlook, China has now become one of the most critical factors. With China's entry, existing suppliers are adjusting their production mix and pricing strategies. While 2025 product plans remain on track, challenges with HKMG technology are prompting us to revise our 2025 production forecast for CXMT downward.
Table of Contents:
- CXMT growth Slowing Down
- Production Scenario and the Impact
- China’s Domestic Equipment Progress
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MS Hwang
MS Hwang is a research director at Counterpoint, specializing in memory semiconductor research. MS Hwang brings over 30 years of experience from Samsung Electronics and sell-side brokerage research roles including ABN AMRO, Goldman Sachs, Credit Suisse and Samsung Securities.
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