DRAM
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jan 23, 2025 by Rene Haas · across every show →
Everything said about DRAM, oldest first
Jan 23, 2025 neutral
Haas: TSMC leading-edge capacity and HBM will constrain AI buildout
“Fab capacity does become an issue. No, no doubt. Because when you start thinking about three nanometer and two nanometer you know, TSMC is, is the leader, is the, Only game on town on some level. So I think that is a potential limitation or at least constraint…”