StatementDog | AI & Tech Supply Chains
@statementdog
Tracking the companies and technologies behind the AI buildout. Research informed by company interviews, site visits, analysts, and industry experts.
参加 June 2024
101 フォロー中 4.4K ファン
@LIWEI_TWCapital Agreed. The ABF prepayments you mentioned are a strong sign of customer commitment. With customers putting cash down years in advance, suppliers have a much firmer basis to expand.
