Comment by Haven880
2 months ago
More like China-factor to get us out of the mess. We wait for Huawei photonics gpus (end of this year), CXMT and YMTC ramping up production to flood the market or as Janet coined it overcapacity. You know China will undercut the price significantly.
China doesn't have enough to supply itself.
Neither does anyone else. Key difference being they planned for this 5 years ago instead of last quarter
Planned doesn’t mean achievable. The yields are still low.
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