LIWEI_TW Capital(@LIWEI_TWCapital):So Samsung and SK hynix are leading the charge to push ABF substrate prices back down… Did memory companies just look around and say, “Wait… why is everyone else making money from AI capex too? Nope. We’re taking that margin back.” Come on… don’t be so greedy lah…

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LIWEI_TW Capital@LIWEI_TWCapital

2026.07.03 09:56

So Samsung and SK hynix are leading the charge to push ABF substrate prices back down… Did memory companies just look around and say, “Wait… why is everyone else making money from AI capex too? Nope. We’re taking that margin back.” Come on… don’t be so greedy lah…