Sravan Kundojjala
@SKundojjala
Semiconductors, Analyst @SemiAnalysis_
No investment advice. Opinions are mine only.
参加 September 2011
5.6K フォロー中 22.6K ファン
YMTC 1Q26 revenue of $6.5B+ is already >82% of its CY25 revenue. Bigger than Micron/Kioxia/SanDisk's NAND business. 98% utilization rate. Capex intensity fell from 114% of revenue in 2023 to 17% in 1Q26.
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