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Ivana Delevska: CXMT set to launch DDR5 by year end

Ivana Delevska: CXMT set to launch DDR5 by year end
CXMT to launch DDR5 by year end

CXMT plans to launch DDR5 technology by the end of the year.

Ivana Delevska, founder and CIO of SPEAR Invest, expressed the view that this development is not positive for the DRAM sector, regardless of opinions from other sources.

Earlier this year, Ivana Delevska highlighted MRVL's decision to raise its fiscal 2028 revenue target to $20 billion, with leadership projecting a $70–$90 billion opportunity by 2031 driven by memory and photonic technologies here. She also observed strong engagement for Meta's Muse, which reached 500,000 users within the first week and indicated rising demand for AI hardware here. These prior insights reinforce her ongoing attention to trends in memory and technology sectors.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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