CXMT 1Q26 revenue alone is almost equivalent to its whole 2025 revenue. Operating at 95%+ fab utilization rate. F…
CXMT 1Q26 revenue alone is almost equivalent to its whole 2025 revenue. Operating at 95%+ fab utilization rate. For context, CXMT's 1Q26 revenue is greater than Micron's DRAM revenue just 3 quarters ago but less than half of Micron's curren
How it ranks: Backlist reads my Twitter/X timeline, scores every tweet for substance with an LLM rubric (not engagement), and publishes the daily top picks with a one-line takeaway. Curated by Surya Dantuluri.