MojoTrick
@MojoTricks
Curating the latest in AI, semiconductors, EVs & global tech breakthroughs | Not affiliated with any brand
Joined January 2022
61 Following 27.3K Followers
CXMT 235k vs Big 3 620k wafers by 2028.
The majors are adding 2.6x more capacity than CXMT.
AI demand > supply fears.
$MU $SKHY $DRAM
