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Big Tech's Meta, Amazon, and Google spent over $112B combined on capex in 2025. 💰
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기판·MLCC '무지성 랠리' 끝…이제 '선택받은 기업'만 오른다ㅣ고선영 유안타증권 연구원ㅣ#삼성전기 #대덕전자 #LG이노텍
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