Comment by xadhominemx
1 day ago
Yes of course. Looking at the share prices of their suppliers— ASML, Lam Research, Applied Materials, etc.
1 day ago
Yes of course. Looking at the share prices of their suppliers— ASML, Lam Research, Applied Materials, etc.
But since when? There are public announcements about new energy deals since summer 2024. But I'm missing any information about similar RAM/NAND/HDD deals back then, so that corresponding shortages could be only for short time until, say, summer 2026.