40% of the revenue is from selling RAM? I assume they aren't fabbing their own chips, so are they just reselling Samsung/Hynix memory?
From the S-1: "We use DRAM ICs produced by Samsung, Micron and Hynix in our DRAM modules. We purchase those DRAM ICs, pursuant to purchase orders and not long-term supply contracts, largely from third-party distributors and, to a lesser extent, directly from those manufacturers." Edit: And "We maintain limited manufacturing facilities that only produce DRAM modules, custom built PCs, custom cooling and performance co…
Someone has to put the RGB on.