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![techfund1 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1356621924919615489.png) Tech Fund [@techfund1](/creator/twitter/techfund1) on x 11.2K followers
Created: 2025-07-18 17:32:06 UTC

@smart_kai_ A lot is being transferred over, but N2 and N3 are much more semicap intensive - thats why capex is moving up so much


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946261713071808817/c:line.svg)

[Post Link](https://x.com/techfund1/status/1946261713071808817)

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techfund1 Avatar Tech Fund @techfund1 on x 11.2K followers Created: 2025-07-18 17:32:06 UTC

@smart_kai_ A lot is being transferred over, but N2 and N3 are much more semicap intensive - thats why capex is moving up so much

XX engagements

Engagements Line Chart

Post Link

post/tweet::1946261713071808817
/post/tweet::1946261713071808817