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collapsed requires at least an explanation of why some companies are still buying equipment on a large scale.
SpaceX's SI segment capital expenditure in Q3 was about $16.444 billion, higher than $15.828 billion in Q2. This is the investment of one company and cannot represent the entire industry, but it is enough to remind me: a sharp drop in chip stocks and customers immediately stopping purchases cannot be directly equated.
This time, my view on some upstream.
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