4 ms·

> 8% to 9% of the worldwide DRAM market share in 2025 how much more do they need to ship to satisfy you?

• kubb 2mo ago
  10x
  • blitzar 2mo ago
    Seems fair ... if they can capture (and ship) 90% of the global supply of memory they will be permitted to have a market cap of 0.1x Nvidia.