did not know how to message you here, so commenting here :).
Would love to hear your take on the MU earnings and the impact to Lahm Research. Also, if you think Lahm is more exposed to NAND and less to DRAM?
Another one, which you have talked about but is there a piece you can reference too which gives overview of the "custom silicon" trend and who are the major players and your projected winners in that?
This may be the best $20/month I've spent.
did not know how to message you here, so commenting here :).
Would love to hear your take on the MU earnings and the impact to Lahm Research. Also, if you think Lahm is more exposed to NAND and less to DRAM?
Another one, which you have talked about but is there a piece you can reference too which gives overview of the "custom silicon" trend and who are the major players and your projected winners in that?