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Re: taggingalong post# 231884

Friday, 02/02/2024 6:33:31 PM

Friday, February 02, 2024 6:33:31 PM

Post# of 233470
Good post Tagalong:

It's become very clear to me that the snafu in this situation of waiting for contracts to drop has EVERYTHING to do with production capability. We just haven't had
the horsepower yet to make it happen. I recall reading documents on REDDIT last year that talked about factory construction going on in China that wouldn't be completed until 2025 or so...factories devoted to BMG production. While Yihao may have 80 machines I bet that still isn't enough to satisfy the supply demands of an Apple. So we wait...but you're right...when the storm hits it'll be a wonderful deluge.
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