LIWEI_TW Capital
@LIWEI_TWCapital
Finding a new theme…
가입 January 2024
309 팔로잉 중 8.1K 팬
So Samsung and SK hynix are leading the charge to push ABF substrate prices back down…
Did memory companies just look around and say, “Wait… why is everyone else making money from AI capex too? Nope. We’re taking that margin back.”
Come on… don’t be so greedy lah…
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