This is a fantastic and timely piece by
@crsdavies (who has done tons of work on it—literally) and
@FT, and I am fortunate to get featured along with other great analysts I admire.
Really enjoyed discussing my favorite memory companies like SK Hynix, Samsung, and
$MU, and Chinese players like CXMT.
Interestingly, analysts show a great degree of alignment on the challenges Samsung is facing in HBM (this could change tho but will hinge on Samsung's execution).
I highly recommend a read, and welcome any feedback.
You should also follow his X (
@crsdavies) for his future work.
$NVDA