
SGOVApple is reported to be testing storage chips from CXMT for use in iPhones and MacBooks (Source: Cailian Press; Editor: Yiyi)
This disk holds a very high proportion of CXMT; I saw it was still the top heavy-weight stock a few days ago.
$Tema Memory ETF(DISK.US)
A spectacle: the largest holding of this active ETF is ChangXin Memory Technologies. Its scale expanded by 30 times in July, so we should be cautious about this trend.
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