@romainprieur It’s a tax reduction, but in the end it’s better to keep it and invest in stocks as capital gains are tax free. So, you pay higher wealth tax but you’re compounding at much higher rate.
@jukan05 Long term contracts allow them to justify Capex, as they can lock in larger customers with foreseeable future demand. Demand stability is often worth more than just seeking highest prices.
@markflowchatter Micron was not willing to give Nvidia the discount they needed to keep their margins at 75% and lowered the requirements for Samsung to pass. Which is better sell to others at higher prices or stay with Nvidia?
@Obkung@LeakerApple The Neo will be updated next year, but the display will be the same for many years of production. They need a chip that could add internal software updates.