Chaim Eisenberg
@Chaimeisenberg
Israeli-American, Co-founder @chipsandwafers now @SemiAnalysis_ , all things semiconductors, geopolitics and maritime. Opinions are my own.
390 Following 3.9K Followers
Substrate supply chain.
ABF supply already being squeezed by accelerator demand, lower-end CPU substrates in volume will drive UTR through the roof and make overall supply even more constrained.
There's something emotional about seeing a passion reach this sort of milestone.
The work isn't done and there’s plenty more to do, but it's nice to have moments of reflection and recognition along the way.
Onward to 100k!
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Moreover I would say that few appreciate just how much of the supply chain is in Taiwan
When the Moses of Memory speaks, you should listen
