MojoTrick
@MojoTricks
Curating the latest in AI, semiconductors, EVs & global tech breakthroughs | Not affiliated with any brand
参加 January 2022
61 フォロー中 27.3K ファン
CXMT 235k vs Big 3 620k wafers by 2028.
The majors are adding 2.6x more capacity than CXMT.
AI demand > supply fears.
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