Tech Fund
@techfund1
Former PM managing my funds - Join our newsletter with 19,000+ subscribers -
가입 February 2021
1.2K 팔로잉 중 16.4K 팬
Rising DRAM capex will drive a boom in EUV orders
The reason is that Litho intensity at the next DRAM nodes will grow even faster than in TSMC's logic roadmap - $ASML
