3 ms·
They've indicated that they're not doing HBM. Maybe due to process constraints, maybe because Chinese companies can look beyond the next quarter and see that if
by pseudohadamard 8d ago
They've indicated that they're not doing HBM. Maybe due to process constraints, maybe because Chinese companies can look beyond the next quarter and see that if in five years time they own 70% of the non-HBM market the current incumbents are never going to get that back.