Illiquid
@illyquid
FundaAI. Also writes at Collyer Bridge.
๊ฐ์
July 2024
623 ํ๋ก์ ์ค 17.4K ํฌ
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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.
