Dylan Patel
@dylan522p
SemiAnalysis
Boutique AI Infrastructure Research and Consulting
DMs are open for consulting, quotes, or to talk shop,
Opinions my own
Joined April 2018
1K Following 153.1K Followers
@SouthernValue95 It literally doesn't matter? CXMT cannot satisfy China demand this decade. So there's 0nreason besides the small price arbitrage. It's like bannin Iranian oil. India and China buy it anyways, but price diff is less
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