POPA Recon>Goldman Sachs emergency conference call ahead of CXMT listing… “China’s DRAM production capacity expected to double by 2030”
>Goldman Sachs emergency conference call ahead of CXMT listing… “China’s DRAM production capacity expected to double by 2030” •Goldman Sachs holds an emergency conference call with Chinese memory industry experts ahead of CXMT listing •Explained that China's DRAM production capacity is likely to double its current level by 2030, and HBM3 mass production is targeted for 2026. •Goldman Sachs assessed that the expansion of China's DRAM industry is an irreversible trend, and Chinese semiconductor equipment companies such as NAURA and AMEC are expected to benefit majorly from this. 长鑫上市前，高盛紧急召开…
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