Zephyr#1561
Bruh, $amat footprint in Singapore is largest outside the US and they are more than doubling cleanroom space.
https://www.businesstimes.com.sg/singapore/applied-materials-boosts-singapore-manufacturing-operation-us500-million-campus-meet-ai-chip-demand
Users are bullish on Frencken and UMS because Applied Materials' Singapore cleanroom expansion coincides with Frencken’s new factory.
@illyquid Bullish for Frencken and UMS. In particular Frencken as this facility coincides with with Frencken’s new factory that is going to be completed early next year. Hearing that they are pushing for the facility to be completed as soon as end of this year. Surprised E28 not up on this
Zephyr#1561Bruh, $amat footprint in Singapore is largest outside the US and they are more than doubling cleanroom space.
https://www.businesstimes.com.sg/singapore/applied-materials-boosts-singapore-manufacturing-operation-us500-million-campus-meet-ai-chip-demand