# Techinsights

> Markdown twin of https://roboterminal.app/companies/techinsights · https://roboterminal.app/companies/techinsights.md

## On shared sources

- [CXMT](https://roboterminal.app/companies/cxmt) (1)

## Pulse

- [@ricci_nov on X](https://x.com/ricci_nov/status/2107212387539714071)
  TechInsights puts memory supply at 85 against demand of 100, and 90-95 next year. A balanced market needs supply 2-3% above demand, so even the recovery case stays a seller's market. Shortage eases fr…
- [@ricci_nov on X](https://x.com/ricci_nov/status/2107205989015626050)
  CXMT says its G5 DRAM reaches an 11.95nm active-area half-pitch, against 16nm class at G4 and the 14nm on its own earlier roadmap — all on DUV multipatterning, no EUV. TechInsights reads it as one or …

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Source: Roboterminal · https://roboterminal.app/companies/techinsights.md