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So on optical vs. photonics... Memory like $MU / $SKHY is in it's current supercycle. -> RBC channel checks for example projects 80-100% HBM ASP hikes...

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So on optical vs. photonics... Memory like $MU / $SKHY is in it's current supercycle. -> RBC channel checks for example projects 80-100% HBM ASP hikes...
Suly: @aleabitoreddit Do u still think that optics bottleneck will be much higher than memory bottleneck?

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