Citi has indicated that there are rumors suggesting Apple's interest in CXMT's memory products. Such acknowledgment from Apple has the potential to propel CXMT's transformation from being a mere "domestic alternative in China" to becoming the "world's fourth-largest DRAM producer." Analysts believe that Apple's consideration serves as a robust endorsement of CXMT's technological advancements. It is anticipated that this development will bring positive impacts to CXMT and its supply chain, encompassing equipment suppliers as well as OSAT (Outsourced Semiconductor Assembly and Test) companies. Within the research scope, a more optimistic outlook is expected for ASMPT and Changjiang Electronics Technology.
