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.
