Investing.com -- In a note to clients on Friday, Mizuho pushed back on mounting concerns that Chinese memory maker CXMT will flood the DRAM market and crush pricing, telling investors the fear is overblown. Mizuho argued against that fear, estimating CXMT's DRAM bit supply growth will rise only 13% year over year in 2027, below the broader industry's 21%, leaving the company at roughly 8% of global share. Mizuho also flagged yield pressure from node transitions during 2027 and a lack of EUV lithography tools as "a major constraint." Klein added that the Chinese government wants CXMT to allocate much more capacity toward high-bandwidth memory rather than conventional DRAM, which lowers the risk of oversupply. Related articlesTech specialist explains why China memory fears are overblownEuropean shares rise on AI optimism, set for fourth straight month of gainsBloomberg: Moonshot used 20K Nvidia chips via Alibaba to rival US