Redfire75369’s avatarRedfire75369’s Twitter Archive—№ 3,759

  1. Most semiconductor companies are cutting their capex and/or guidances, yet more and more capital projects are still being announced. I went through the past 3 months and already got ~15 new ones.
    1. …in reply to @Redfire75369
      It's just a weird phenomenon to me, you'd expect otherwise.