Chaim Eisenberg
@Chaimeisenberg
Israeli-American, Co-founder @chipsandwafers now @SemiAnalysis_ , all things semiconductors, geopolitics and maritime. Opinions are my own.
가입 January 2021
390 팔로잉 중 3.9K 팬
Substrate supply chain.
ABF supply already being squeezed by accelerator demand, lower-end CPU substrates in volume will drive UTR through the roof and make overall supply even more constrained.
