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News/6/8 Global Memory & Storage: NAND Rallied, DRAM Sold, CXMT Fell Hardest Kioxia and SanDisk committed $31B+ to Japanese fabs. Capex read as contracted demand. CXMT listed at RMB 8.66, closed day one above RMB 49, briefly the most valuable A-share. Morningstar fair value: RMB

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6/8 Global Memory & Storage: NAND Rallied, DRAM Sold, CXMT Fell Hardest Kioxia and SanDisk committed $31B+ to Japanese fabs. Capex read as contracted demand. CXMT listed at RMB 8.66, closed day one above RMB 49, briefly the most valuable A-share. Morningstar fair value: RMB

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last week·Neutral·Crypto News

6/8 Global Memory & Storage: NAND Rallied, DRAM Sold, CXMT Fell Hardest Kioxia and SanDisk committed $31B+ to Japanese fabs. Capex read as contracted demand. CXMT listed at RMB 8.66, closed day one above RMB 49, briefly the most valuable A-share. Morningstar fair value: RMB

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