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Re:TSMC Risk by nebula8804 on Tuesday January 27, 2026 @12:52PM (#46783564)
Give them some time. CXMT put some downward pressure on RAM and the recent price spikes is their opportunity. In terms of GPUs, that is something I haven't been following but given every other layer of the stack has a Chinese company, I would be shocked if they aren't cooking something up.

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