This supply chain brings up a KEY point. WHO are the biggest

Dan Coté2026/10/19 17:49:05

This supply chain brings up a KEY point. WHO are the biggest customers that get priority? Just look what happened to $AMDs revision from Morgan Stanley... SUPPLY goes to HIGH-PRIORITY sources first. Then spills off to secondary markets. ALL CEOs of chip companies and AI companies are stating chip shortage. $NVDA $TSMC $SKHY $MU $SPCX $INTC

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