Zephyr
@zephyr_z9
AI & Chips | Not Investment Advice | DYOD
Joined August 2023
721 Following 146K Followers
Need to monitor this
Earlier this year, Micron announced it would acquire PSMC’s P5 Tongluo fab in Miaoli, Taiwan—the process has officially begun.
At first glance, this looked like a straightforward legacy logic/memory fab acquisition. But the details worth a close look. (1/10) 🧵
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