Trade Whisperer(@TradexWhisperer):Silicon Wafer Price Hikes 2027 LTA hikes (Commercial Times): -Polished wafers (memory): +40%+ -Epi wafers (logic chips): +15 to 25% Inference literally runs on silicon. That's why. $MU $SKHY $NVDA $TSM

Trade Whisperer

@TradexWhisperer

Published $MU Bargain Thesis at $62. $PLTR $21. $RKLB $10. $SNDK $214. Memory Engineer. Data Scientist. Founder of Blue Pink Candles. Masters 🎓 @UofIllinois

参加 February 2012

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Trade Whisperer@TradexWhisperer

2026.09.25 05:33

Silicon Wafer Price Hikes 2027 LTA hikes (Commercial Times): -Polished wafers (memory): +40%+ -Epi wafers (logic chips): +15 to 25% Inference literally runs on silicon. That's why. $MU $SKHY $NVDA $TSM