CapEx is just Memory Tax Now, Deepseek V4 NAND impact

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CapEx is just Memory Tax Now, Deepseek V4 NAND impact

Semi Doped

May 04

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Unprocessed episode, you can be the first!

Shownote

The hyperscaler memory tax quarter. More CapEx? Pssh. We knew flops needed scaling. But $25B at Microsoft alone just to pay higher component prices? A memory tax. That's the news. NAND? Sold out. HBM? Sold out. What we cover: * SanDisk revenue +97%...