@cherryPayment Thanks. What’s a long term to you. I was expecting like 2x3x by end of 2027. As this whole play is about playing 2027 and 2028.
@cherryPayment Any news on our Towa. It dropped crazy again to 2500 levels. What’s your average? Mine is 2900. Still a great play I guess. HBM Memory demand is still intact imo. It’s the vibe now moving away from memory is the issue I guess. What’s your take.
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