Top Tweets for #BlueoceanStrategy

CHINA JUST PUBLISHED THE EXACT LIST OF COMPANIES THEY WILL DISPLACE IF MICRON, SAMSUNG, AND SK HYNIX DON'T RESPOND Not vague threats. Not "we're investing in chips." NAMED FACILITIES. SPECIFIC SUPPLY CHAINS. Company by company. 🇨🇳 CXMT (ChangXin Memory Technologies) → 7.7% of global DRAM → DDR5 dies already inside Corsair Vengeance modules on shelves right now 🇨🇳 YMTC → 11–13% of global NAND flash → consumer SSDs and storage flooding mainstream channels 🇨🇳 CXMT Q1 2026 revenue → 50.8 billion yuan → $7.4 BILLION → up 719% year over year 🇨🇳 CXMT DDR5 roadmap → already at 6,000 MT/s → targeting 8,000 MT/s → faster than Micron's commodity roadmap 🇨🇳 Corsair → switched Vengeance DDR5-6000 CL36 kits to CXMT dies → away from Micron 🇨🇳 HP → already using CXMT LPDDR5 → in production laptops 🇨🇳 Dell, Asus, Acer, Qualcomm → all in active CXMT supply chain conversations 🇨🇳 "Epic Expansion" → CXMT and YMTC doubling wafer output capacity → in 2026 🇨🇳 CXMT IPO → coming on Shanghai Stock Exchange → Goldman already covering it → faster scaling, higher profitability 🇨🇳 Chinese chips already broke DDR3 pricing → broke DDR4 pricing → DDR5 is the same playbook 💀 7.7% DRAM + 11–13% NAND + capacity doubling = the 20-year pricing cartel is ending 💀 Micron, Samsung, and SK Hynix pivoted EVERYTHING to HBM for AI data centers 💀 They left commodity DDR5 and NAND supply deliberately tight to protect margins 💀 China just walked through that open door with $7.4 billion in quarterly revenue Every company on this list was supposed to be protected by the cartel. Not soldiers. Not governments. CONSUMERS and PC builders who paid oligopoly prices for two decades. China's "Epic Expansion" is still running. These are the markets at QUARTER 2. I'll keep you updated. Turn on notifications. 🚨