GloFo's capacity grew by 200k to 2.8M wafers per year in 2024, while capex dropped by 65%. Capacity will remain more or less same in 2025 while capex will grow slightly to $700M. GloFo's current capacity enough to support up to $10B revenue with CY24 revenue far below that. https://t.co/vzDTG1Bltx
Source: Sravan Kundojjala
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