Uploaded September 2026 | Updated September 2026, 2 weeks ago

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In this video we analyze the rise of the Chinese semiconductor industry and what implications it will have for the global DRAM and NAND shortages.

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#wallstreetmillennial

0:00 - 4:18 Intro
4:19 - 9:25 Rise of Chinese Semiconductors
9:26 - 11:23 Impending Memory Glut
11:24 - 13:06 Apple
13:07 Parallels to EV Industry