51 minute mark straw man interview - CH says about 70% + of the worlds chips come out of Taiwan - huge number obviously (referring to memory + logic)
throwing a bit more colour and shape around that stat ....less than 2% of the worlds memory chip supply comes from US manufacture actually in the US and that roughly 2% comes from one company .........Micron!
As it stands today all the leading edge memory fabrication is located in Asia - that is overconcentration and the purpose of the chips Act.....to get it back in the US
what an opportunity for wbt....to bring nvrram into production in US foundries leveraging Chips Act funding.....right memory arriving at the right time
something else that adds shots on goal
Running discussion on SP, page-5950
-
- There are more pages in this discussion • 2,501 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add WBT (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$2.31 |
Change
-0.010(0.43%) |
Mkt cap ! $436.3M | |||
| Open | High | Low | Value | Volume |
| $2.32 | $2.35 | $2.30 | $611.1K | 262.8K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 5 | 29735 | $2.31 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.33 | 2938 | 1 |
View Market Depth
| Last trade - 16.10pm 26/07/2024 (20 minute delay) ? |
| WBT (ASX) Chart |