June 13, 2025 01:08 AM GMT Greater China Semiconductors | Asia Pacific Memory Refresh: CXMT's 16Gb DDR4 exit; EW Nanya Tech At 1x P/B, Nanya Tech's stock price could remain pressured by the industry's structural change, especially when/if DDR4 demand starts to be replaced by CXMT's DDR5 in 4Q25. Market had some misconceptions on China CXMT's DDR4 strategy: In Greater China Semiconductors: Memory Refresh: DDR4 Supply-driven Upcycle Arrives (14 May 2025), we mentioned that ChangXin Memory Technologies (CXMT) ...