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Dylan Patel
$17.6M
Followers
@dylan522p
12/08/2022
Samsung Backstabs The DRAM Cartel
Capital Expenditure Cuts
130 Manufacturing Projects
60 Companies Report
Samsung swims against the tide as the industry cuts capital expenditures and delays manufacturing ramps
https://www.semianalysis.com/p/samsung-backstabs-the-dram-cartel
$TSM
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$980.HK $HXSCF
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$GFS
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Dylan Patel
$17.6M
Followers
@dylan522p
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