2026 Q2 - tulosraportti
78 päivää sitten
‧1 t 8 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 28.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 29.7. | ||
2026 Q1 - tulosraportti 23.4. | ||
2025 Q4 - tulosraportti 29.1. | ||
2025 Q3 - tulosraportti 29.10.2025 | ||
2025 Q2 - tulosraportti 24.7.2025 |
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
·12 t sittenThinking of buying in the 125-135 zone, should we get all the way down there. Will probably flourish once the midterms are over in the USA
·1 päivä sittenWhat is people's stance on buying in at the current time?
1 päivä sittenInvesting.com -- China’s CXMT is claiming it will introduce a DDR5 RDIMM using a one-third smaller 4F-squared cell design by year-end, but Mizuho TMT specialist Jordan Klein says the announcement changes nothing for investors in Micron, SanDisk, SK Hynix, or Samsung Electronics. "I would not be selling or in a panic if I owned MU, SNDK, SKHY or Samsung over comments yesterday by CXMT sr mgmt. about their new advanced DDR5 design roadmap. To me this changed nothing near term. Something to watch and monitor closely, but that is about it," Klein wrote in a note to clients. The CXMT roadmap centers on a DDR5 RDIMM that uses a 4F-squared cell architecture combined with a vertical surrounding gate transistor, targeted for product introduction by the end of 2026. The proposed cell would be roughly one-third smaller than the 6F-squared geometry used in current DDR5 designs, according to Mizuho’s summary of CXMT’s claims. Klein laid out seven reasons why the announcement falls well short of a competitive threat. The most pointed is a timeline mismatch: Samsung’s reported mass-production target for comparable 4F-squared DRAM technology is 2028, versus CXMT’s stated end-of-2026 product introduction. Klein argues those milestones cannot be compared directly. "A year-end product introduction can’t be directly compared with Samsung’s reported 2028 mass-production target. A launch doesn’t establish manufacturing maturity, yields, or cost competitiveness," he wrote. On the supply-glut concern that rattled some memory investors, Klein is equally skeptical. "CXMT hasn’t shown mass-production success or verified yields and performance for its 4F² products, so it’s premature to assume an imminent supply glut," he noted. CXMT has not released complete specifications, verified yields, customer qualification results, or commercial-scale shipment commitments for the 4F-squared server RDIMM. Klein also pushed back on the assumption that a smaller cell size automatically translates to lower chip cost, noting that process complexity, yields, and integration all factor into the final cost equation — areas where CXMT has yet to demonstrate competitive parity. He further stressed that the product in question is conventional server DRAM, not High Bandwidth Memory (HBM), the stacked memory architecture central to AI accelerator racks built around GPUs and ASICs. That distinction limits CXMT’s near-term relevance to the AI compute buildout that has driven the premium valuations for leading memory suppliers. Notably, CXMT’s 4F-squared ambitions are not unique to China. Mizuho points out that both Samsung and SK Hynix are pursuing similar DDR5 4F-squared designs, meaning the technology itself is an industry-wide transition rather than a Chinese breakthrough. A Digitimes report that Klein described as "more balanced" reportedly poured cold water on CXMT’s advancement claims as well, lending additional weight to his skeptical read. Still, Klein is careful not to wave off the longer-term competitive picture entirely. "You do not want to dismiss CXMT or their NAND peer YMTC. And I am not doing that," he wrote and added that CXMT is investing aggressively to supply domestic Chinese customers with both conventional DRAM and more advanced memory.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
78 päivää sitten
‧1 t 8 min
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·12 t sittenThinking of buying in the 125-135 zone, should we get all the way down there. Will probably flourish once the midterms are over in the USA
- ·1 päivä sittenWhat is people's stance on buying in at the current time?
- 1 päivä sittenInvesting.com -- China’s CXMT is claiming it will introduce a DDR5 RDIMM using a one-third smaller 4F-squared cell design by year-end, but Mizuho TMT specialist Jordan Klein says the announcement changes nothing for investors in Micron, SanDisk, SK Hynix, or Samsung Electronics. "I would not be selling or in a panic if I owned MU, SNDK, SKHY or Samsung over comments yesterday by CXMT sr mgmt. about their new advanced DDR5 design roadmap. To me this changed nothing near term. Something to watch and monitor closely, but that is about it," Klein wrote in a note to clients. The CXMT roadmap centers on a DDR5 RDIMM that uses a 4F-squared cell architecture combined with a vertical surrounding gate transistor, targeted for product introduction by the end of 2026. The proposed cell would be roughly one-third smaller than the 6F-squared geometry used in current DDR5 designs, according to Mizuho’s summary of CXMT’s claims. Klein laid out seven reasons why the announcement falls well short of a competitive threat. The most pointed is a timeline mismatch: Samsung’s reported mass-production target for comparable 4F-squared DRAM technology is 2028, versus CXMT’s stated end-of-2026 product introduction. Klein argues those milestones cannot be compared directly. "A year-end product introduction can’t be directly compared with Samsung’s reported 2028 mass-production target. A launch doesn’t establish manufacturing maturity, yields, or cost competitiveness," he wrote. On the supply-glut concern that rattled some memory investors, Klein is equally skeptical. "CXMT hasn’t shown mass-production success or verified yields and performance for its 4F² products, so it’s premature to assume an imminent supply glut," he noted. CXMT has not released complete specifications, verified yields, customer qualification results, or commercial-scale shipment commitments for the 4F-squared server RDIMM. Klein also pushed back on the assumption that a smaller cell size automatically translates to lower chip cost, noting that process complexity, yields, and integration all factor into the final cost equation — areas where CXMT has yet to demonstrate competitive parity. He further stressed that the product in question is conventional server DRAM, not High Bandwidth Memory (HBM), the stacked memory architecture central to AI accelerator racks built around GPUs and ASICs. That distinction limits CXMT’s near-term relevance to the AI compute buildout that has driven the premium valuations for leading memory suppliers. Notably, CXMT’s 4F-squared ambitions are not unique to China. Mizuho points out that both Samsung and SK Hynix are pursuing similar DDR5 4F-squared designs, meaning the technology itself is an industry-wide transition rather than a Chinese breakthrough. A Digitimes report that Klein described as "more balanced" reportedly poured cold water on CXMT’s advancement claims as well, lending additional weight to his skeptical read. Still, Klein is careful not to wave off the longer-term competitive picture entirely. "You do not want to dismiss CXMT or their NAND peer YMTC. And I am not doing that," he wrote and added that CXMT is investing aggressively to supply domestic Chinese customers with both conventional DRAM and more advanced memory.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 28.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 29.7. | ||
2026 Q1 - tulosraportti 23.4. | ||
2025 Q4 - tulosraportti 29.1. | ||
2025 Q3 - tulosraportti 29.10.2025 | ||
2025 Q2 - tulosraportti 24.7.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
78 päivää sitten
‧1 t 8 min
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 28.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 29.7. | ||
2026 Q1 - tulosraportti 23.4. | ||
2025 Q4 - tulosraportti 29.1. | ||
2025 Q3 - tulosraportti 29.10.2025 | ||
2025 Q2 - tulosraportti 24.7.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·12 t sittenThinking of buying in the 125-135 zone, should we get all the way down there. Will probably flourish once the midterms are over in the USA
- ·1 päivä sittenWhat is people's stance on buying in at the current time?
- 1 päivä sittenInvesting.com -- China’s CXMT is claiming it will introduce a DDR5 RDIMM using a one-third smaller 4F-squared cell design by year-end, but Mizuho TMT specialist Jordan Klein says the announcement changes nothing for investors in Micron, SanDisk, SK Hynix, or Samsung Electronics. "I would not be selling or in a panic if I owned MU, SNDK, SKHY or Samsung over comments yesterday by CXMT sr mgmt. about their new advanced DDR5 design roadmap. To me this changed nothing near term. Something to watch and monitor closely, but that is about it," Klein wrote in a note to clients. The CXMT roadmap centers on a DDR5 RDIMM that uses a 4F-squared cell architecture combined with a vertical surrounding gate transistor, targeted for product introduction by the end of 2026. The proposed cell would be roughly one-third smaller than the 6F-squared geometry used in current DDR5 designs, according to Mizuho’s summary of CXMT’s claims. Klein laid out seven reasons why the announcement falls well short of a competitive threat. The most pointed is a timeline mismatch: Samsung’s reported mass-production target for comparable 4F-squared DRAM technology is 2028, versus CXMT’s stated end-of-2026 product introduction. Klein argues those milestones cannot be compared directly. "A year-end product introduction can’t be directly compared with Samsung’s reported 2028 mass-production target. A launch doesn’t establish manufacturing maturity, yields, or cost competitiveness," he wrote. On the supply-glut concern that rattled some memory investors, Klein is equally skeptical. "CXMT hasn’t shown mass-production success or verified yields and performance for its 4F² products, so it’s premature to assume an imminent supply glut," he noted. CXMT has not released complete specifications, verified yields, customer qualification results, or commercial-scale shipment commitments for the 4F-squared server RDIMM. Klein also pushed back on the assumption that a smaller cell size automatically translates to lower chip cost, noting that process complexity, yields, and integration all factor into the final cost equation — areas where CXMT has yet to demonstrate competitive parity. He further stressed that the product in question is conventional server DRAM, not High Bandwidth Memory (HBM), the stacked memory architecture central to AI accelerator racks built around GPUs and ASICs. That distinction limits CXMT’s near-term relevance to the AI compute buildout that has driven the premium valuations for leading memory suppliers. Notably, CXMT’s 4F-squared ambitions are not unique to China. Mizuho points out that both Samsung and SK Hynix are pursuing similar DDR5 4F-squared designs, meaning the technology itself is an industry-wide transition rather than a Chinese breakthrough. A Digitimes report that Klein described as "more balanced" reportedly poured cold water on CXMT’s advancement claims as well, lending additional weight to his skeptical read. Still, Klein is careful not to wave off the longer-term competitive picture entirely. "You do not want to dismiss CXMT or their NAND peer YMTC. And I am not doing that," he wrote and added that CXMT is investing aggressively to supply domestic Chinese customers with both conventional DRAM and more advanced memory.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt