Zephyr
@zephyr_z9
AI & Chips | Not Investment Advice | DYOD
加入 August 2023
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Need to monitor this
Earlier this year, Micron announced it would acquire PSMC’s P5 Tongluo fab in Miaoli, Taiwan—the process has officially begun.
At first glance, this looked like a straightforward legacy logic/memory fab acquisition. But the details worth a close look. (1/10) 🧵
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