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• clsamg (50)in LeoFinance • 5 days ago

  RE: LeoThread 2025-11-15 02-36

  Apple is extremely good at managing DRAM and NAND exposure

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• clsamg (50)in LeoFinance • 5 days ago

  RE: LeoThread 2025-11-15 02-36

  In short, certain chips are in a crisis-level shortage; almost every producer has gone parabolic from the price surge, except Kioxia

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• clsamg (50)in LeoFinance • 5 days ago

  RE: LeoThread 2025-11-15 02-36

  Situations like this create hesitation about aping the Nikkei — Japanese companies can be too business-friendly.

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