@btcjvs Yet another bear take on this that ignores the fact this has literally 0 impact on HBM in the unlikely event Trump even approved this. There are NO competitors to the big 3, and it will take YEARS to bring extra HBM supply into the market.
@LiebermanAustin Every single bear take on this overlooks that CXMT only manufactures commodity DRAM. There is not a single competitor in HBM aside from the big 3. Nothing solves the fact supply increase in HBM will take years to come online