tphuang
@tphuang
My random thoughts on EVs, clean energy, chips, aerospace and other tech. Find more extended pieces at substack
参加 May 2009
408 フォロー中 37.6K ファン
See the growth of YMTC & CXMT over the past 2 yrs. YMTC grew from 4% to 14%
CXMT grew from 3% to 10%
I'm curious what "others" in DRAM list is. Fujian Jinhua & Swaysure are likely to be increasing sales in recent quarters.
もっと見る
