Daniel Romero
@HyperTechInvest
Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack
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가입 April 2024
348 팔로잉 중 47.1K 팬
$LPK CEO on glass substrates adoption:
"The first players are positioning themselves and placing ramp-up orders. The timeline has slipped compared with our original 2026 expectations, but we're talking about delays of a few months, not a year."
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