RE: LeoThread 2025-11-15 02-36

[clsamg]

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

Comments

[clsamg]

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

[clsamg]

Kioxia agreeing to an LTA with Apple right before spot prices shot up is a bit ironic
Apple is extremely good at managing DRAM and NAND exposure