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China Raw Tungsten Exports to Japan:
China Exports of Raw Tungsten are increasing and ASPs are dropping:
A little under 2 years ago, we joined X with a simple goal: share what we were learning with the semiconductor community on @X, and hopefully add something useful to the conversation.
Today, we crossed 10,000 followers.
We’re incredibly grateful to everyone who read, shared, challenged, supported, and helped us get here.
Thank you all❤️ — onward.
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The PCB/Substrate capacity build is happening fast.
Over the past week, Zhen Ding ($4958.TW) has announced a combined USD $110m in equipment orders from TAKEWIN INTERNATIONAL(HK)LIMITED, AMPOC FAR-EAST CO. and $KLAC.
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Taiwan OSAT's absolutely ripping.
MONSTROUS MONTH FROM TAIWANESE SERVER ODM'S📈📈
$34.7B, ATH
+117% YoY
+27% MoM
+80% YTD
