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# Changxin Technology goes public, adding variables to global storage competition Changxin Technology's listing officially allows Chinese DRAM to enter the pricing system of the global capital market. On the same day, KOSPI in South Korea triggered a circuit breaker during the trading session, and storage stocks such as SK Hynix and Samsung Electronics plummeted, while the AI industry chains such as Corning, SanDisk, and Micron also weakened simultaneously. Many people attribute the reason to Changxin's listing, but it's not that simple. Changxin Technology's listing is just the fuse. Changxin's current main layout is DRAM, and it has not yet formed the ability to mass-produce HBM in the short term. HBM, as the highest-profit and highest-tech high-end DRAM in the AI era, is still the world's number one. SK Hynix's true core competitiveness has not changed in the short term. The main reason is that the storage sector has seen a significant increase and high valuation in the past year. Whenever there is any movement, profits will be concentrated. In addition, the market reassessed the future global DRAM competition landscape, continuous breakthroughs in domestic semiconductors, and the long-term maintenance of high interest rates by the Federal Reserve and the expectation of a rate hike in September have led to continued tight liquidity, all of which have amplified this round of selling pressure. AI is the greatest revolution of humanity, and opportunities come from the fall. Build positions in batches, prepare for a five-year or ten-year investment cycle, and grasp the wealth redistribution brought about by the AI revolution