Despite a surge in demand for CXMT's products and its proactive efforts to expand production capacity, a recent report by Hanwha Securities suggests that the company is unlikely to disrupt the global DRAM market landscape. Against the backdrop of tight capacity among memory giants due to soaring AI demand, CXMT has secured a foothold in the global memory market. Currently, its products primarily supply Chinese domestic enterprises, with reports indicating that Apple is also considering procurement.