MnM Yello

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Fame: 3
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Joined Feb 2024

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MnM Yello commented on JCY.
Data churned out by AI is exploding. Seagate WD resisting capacity expansion because they want to migrate customers to newer HAMR technology. But we're looking at 50-100x data explosion! Just a matter of time everything is in super tight shortage.
2 weeks · translate
MnM Yello commented on UMSINT.
2q numbers quite strong. New customer Lam Research ramping finally happened?
2 months · translate
MnM Yello commented on UMS Integration reports stronger 2Q25 net profit.
taking away fx gain/loss in 1h25 and 1h24, profit growth looks better.
3 months · translate
MnM Yello commented on UMSINT.
yes. can convert. they are fully fungible.
3 months · translate
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