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ErneX • yesterday at 4:45 PM • 2 replies • view on HN

Are they really adding capacity?

Replies

xadhominemx • yesterday at 5:31 PM

Yes of course. Looking at the share prices of their suppliers— ASML, Lam Research, Applied Materials, etc.

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ReptileMan • yesterday at 5:08 PM

I am sure you can lock great prices for ram for 2035 delivery.

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