Semiconductor Opinions, Analysis, Predictions
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what the heck is Singapore doing with all those GPUs?
AMD just spent ~$5 billion on hyperscale solutions Provider ZT Systems
Far more has already been written about Foundry 2.0 than was ever revealed on the earnings call...
and that growth looks set to continue at least through EOY 2024
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Please check out my bio on LinkedIn: www.linkedin.com/in/keatingliam more
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