實際上Mega 7 have NOT pulled back on Capex

來源: 2026-02-05 14:21:57 [博客] [舊帖] [給我悄悄話] 本文已被閱讀:

Despite a hit to margins. This is exactly what we want to see.  They don’t care if the share price temporarily pulls back, they know it's part of the cycle.