tphuang
@tphuang
My random thoughts on EVs, clean energy, chips, aerospace and other tech. Find more extended pieces at substack
加入 May 2009
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See the growth of YMTC & CXMT over the past 2 yrs. YMTC grew from 4% to 14%
CXMT grew from 3% to 10%
I'm curious what "others" in DRAM list is. Fujian Jinhua & Swaysure are likely to be increasing sales in recent quarters.
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