Joseph Unsworth
Joseph Unsworth
fast moving ramp sure
Would I like to see them ramp up earlier? Yeah, it'd be nice. But I'm sure they are moving as fast as they can.
forecasts needed
They needed to diversify because ... all the long-term forecasts for DRAM are not bright.
hottest markets
This is one of the hottest markets in the industry.
executing line plans
They are executing in line with what their plans are.
capacity coming rather sooner
They have all the capacity coming online, but they are going to need it sooner rather than later.