Chaim Eisenberg
@Chaimeisenberg
Israeli-American, Co-founder @chipsandwafers now @SemiAnalysis_ , all things semiconductors, geopolitics and maritime. Opinions are my own.
加入 January 2021
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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.
