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The Taiwan Weighted Index opened 388.11 points higher on Wednesday, September 23, a gain of 0.81%, at 48,188.28 points.

2026-09-23

The Taiwan Weighted Index opened 388.11 points higher on Wednesday, September 23, a gain of 0.81%, at 48,188.28 points.

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2026-09-22

US ADP private payroll weekly change for week ended Sep 5: +20,000 jobs; prior +16,250.

US ADP private payroll weekly change for week ended Sep 5: +20,000 jobs; prior +16,250.
2026-09-22

1. Changxin Memory Technologies (CMT) lags behind international DRAM leaders by approximately 3-4 years technologically, with a particularly significant gap in HBM. However, its standard DRAM is sufficient to cover most of the market, and its short-t

1. Changxin Memory Technologies (CMT) lags behind international DRAM leaders by approximately 3-4 years technologically, with a particularly significant gap in HBM. However, its standard DRAM is sufficient to cover most of the market, and its short-term profitability benefits from the DRAM boom. 2. The company is expanding production at an extremely rapid pace, with a projected monthly wafer capacity of approximately 530,000 wafers by 2028, representing a global wafer share of nearly 20%. However, due to lower bit density, its actual DRAM capacity share is projected to be around 12%, and its revenue share around 13%. 3. China's demand for domestic production ensures that CMT can maintain a stable market despite its technological lag. HBM may also rely on local AI customers to generate independent demand. China's DRAM self-sufficiency rate is expected to increase from approximately 42% in 2026 to approximately 58% in 2028. 4. Bernstein's revenue and EPS forecasts for 2026-2027 are significantly higher than the market consensus, but the forecast becomes more cautious in 2028 as DRAM prices decline. Ultimately, based on a 10x two-year composite EPS multiple, a target price of RMB 70 and an "Outperform" rating are given to CMT. (Bernstein's report, September 21)
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