NIONIO

NIO sells premium electric cars in China and Europe and runs a battery swapping network that lets a driver exchange a depleted pack rather than wait to charge. It designs its own driving computer rather than buying a finished module, which is why its chip supplier choices are followed as a signal about foundry competition.

CEO William Li · Founded 2014 · HQ Shanghai, China · Exchange NYSE · Website nio.com

Predictions & track record (2)

• Awaiting grading The node Samsung is putting in front of customers right now is not its most advanced oneScore as a hit if Samsung Electronics reaches 8.0 percent or more in TrendForce's quarterly foundry revenue share, and as a miss below that.
• Awaiting grading CXMT Jumped 466% on Debut to $487 Billion. Why Does Morningstar Call It 68% Overpriced?Final confirmation (15% global DRAM share by 2028) is far off, so this checks an interim signal. By end-Oct 2026, check whether CXMT's share price trend and analyst updates point toward Nomura's 3x target or Morningstar's 68%-overvalued call (further decline). The 15%-share verdict is re-checked in 2028.

2 related posts

• Watch The node Samsung is putting in front of customers right now is not its most advanced one Jukan (@jukan05) · 2026-08-05
• Watch CXMT Jumped 466% on Debut to $487 Billion. Why Does Morningstar Call It 68% Overpriced? 메르 (ranto28) · 2026-07-27