tsm said they will expand their production by 50% in 2025

来源: 于 2024-10-15 16:32:04 [旧帖] [给我悄悄话] 本文已被阅读：次

and foxconn will build a super plant in mexico to meet the blackwell demand... they'll have to order tons of asml equipments... asml is not as bad as people think, in foreseeable future.