Tim

[Tim @clmtim]

@Catpostx @yifaer_chen 小德同款吗？

[Tim @clmtim]

@windflower777 啥意思？这个不好？

[Tim @clmtim]

@yiliuai 这个英语翻译烂死。。。。。。。。

[Tim @clmtim]

@yiliuai 严重偏离事实

[Tim @clmtim]

确实垃圾。。

[舞阳同学 @Andrew19751110]

刚知道啊……

[Serenity @aleabitoreddit]

Just very helpful timelines reiterated around glass substrate (source: Trendforce):

- SKC Absolics (011790) H2 2026 (first mover x $AMAT) - $AMD customers

- Samsung electromechanics h2 2027 (009150) x Sumitomo Chem (4005) - Apple / $AVGO / hyperscalers

Idk about $INTC 2030 reports, we’ll see.

$TSM CoPoS was 2-3Y was correct though from recent TSM chairman comments. Innolux was interesting beneficiary. $SHMD should be too off TSM but financials were pretty toxic.

Same players should appear multiple times, eg innolux + SKC.

Also applies to $LPK and upstream equipment seller around these ramps.

[Tim @clmtim]

#个人美剧mark Widow's Bay
https://t.co/GvNruDwoPc

[Tim @clmtim]

@yiliuai 那个最终版是去年上，不知道上个月为什么重映。。好像就三天。amc时不时会上些热门“旧”片

[Tim @clmtim]

看笑了。。

[Tz @Tz_2022]

最近在重温《进击的巨人》
看到一个非常好笑的总结 🤣

第一季：艾连，快跑！
第二季：艾连，快跑！
第三季：艾连，快跑！
第四季：是艾连，快跑！！

[Tim @clmtim]

@yiliuai 你这不像内向二次元宅女。。。

[Tim @clmtim]

@RickyYu6612 @Biantaiboooo 用了这么久也不用换电池？这是什么神奇的使用方式

[Tim @clmtim]

@RickyYu6612 @Biantaiboooo 电量问题怎么解决的。。。

[Tim @clmtim]

@Mushroom_HH 这种申不到奖学金啥的？

[Tim @clmtim]

@yiliuai 可以试试house，没准能捡漏很不错的

[Tim @clmtim]

@yiliuai 嗯。。这个位置。。确实没有又大又便宜的🤣

[Tim @clmtim]

想起@RickyYu6612 之前说的审美问题

[Tim @clmtim]

@yifaer_chen 能买🤣