SemiAnalysis President Doug O'Laughlin on how China's CXMT became worth more than Intel overnight: "HBM is probably the most in-demand memory, but there is commodity DRAM, and ironically HBM was priced on a contract, and the contract pricing is so high that people actually make more money on commodity DRAM. So CXMT has been pushing in the commodity DRAM space in a big way." "Apple's considering using them because there's such a big shortage in the traditional DRAM space. There's some inkling…