tphuang
@tphuang
My random thoughts on EVs, clean energy, chips, aerospace and other tech. Find more extended pieces at substack
Joined May 2009
408 Following 37.6K Followers
See the growth of YMTC & CXMT over the past 2 yrs. YMTC grew from 4% to 14%
CXMT grew from 3% to 10%
I'm curious what "others" in DRAM list is. Fujian Jinhua & Swaysure are likely to be increasing sales in recent quarters.
Show more
