Some users dismiss expectations that CXMT will rapidly ramp HBM production because the cited 8 Hi yield numbers are called plainly wrong.
Based on 1 visible X reactions from 3 accounts; directional sample.
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@teortaxesTex their 8 Hi yield numbers are plain wrong
I have the feeling that CXMT will expand faster. Physically, I don't know how they'll pull it off. But politically, economically, spiritually – they must. The incentives are absurd, the money at stake is unlimited. This pressure will find some crack. There is one in everything. https://x.com/teortaxesTex/status/2075920330401472697/photo/1 https://twitter.com/cremieuxrecueil/status/2075611290194612392
Note that zephyr thinks 150-200K WPM by 2028 is possible could it be even faster? We'll see https://x.com/zephyr_z9/status/2074737962982744396?s=20
@zephyr_z9 I don't know how they sourced most of their numbers
Some users dismiss expectations that CXMT will rapidly ramp HBM production because the cited 8 Hi yield numbers are called plainly wrong.
Based on 1 visible X reactions from 3 accounts; directional sample.
Ask a question below.
Published answers will appear here.