I don't really understand why you keep posting takes from random nobodies on twitter? If you have your own opinion, you can state them. It really denigrate this forum to post this kind of nonsense.
Surprisingly, I think AMAT and its peers are likely to come out of this more akin to ASML in that they will fight tooth and nail to maintain their market. I am less confident re Intel and friends. But none of us can predict the future, otherwise we wouldn't need to be here lol so let us wait and see what the upcoming earnings numbers and revenue projections show, because those don't lie (most of the time).You can always short on AMAT and friends....you can't be wrong!
Limited and broken English. I agree with the view of those people.I don't really understand why you keep posting takes from random nobodies on twitter? If you have your own opinion, you can state them. It really denigrate this forum to post this kind of nonsense.
seems like with reasonable confidence we can say China should be okay on EDA for IC for above EUV processes. If they can get indep in SiC that would be an achievement
Limited and broken English. I agree with the view of those people.
Limited and broken English. I agree with the view of those people.
Then why do you have the same IPs as @Pensilin?Wrong. I have one account on SDF. Do not make assumptions. I'm deadly serious on this forum.