Micron has an 85% gross profit margin today, but Chinese memory manufacturers CXMT and Yangtze Memory Technology are coming after that margin, threatening to commoditize what has been a high-margin business.
causalpending
Speaker
Dan NathanEvidence Quote
“Now the pace at which they will I'm not sure but talk about how it just seems that China's race down that road of technological advancement continues to really go fast and I don't think US investors enough appreciate this coming onslaught of competition on a pricing perspective a quality of product perspective”
Created: 8/12/2026, 6:20:13 PM
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