MSX景宝✨(@Jing_MSX):📊存储超级周期还在继续 DRAM/HBM👉 SK海力士、美光 NAND👉 闪迪、西部数据 HDD👉 希捷、西部数据设备/IP👉 泛林、应用材料、Rambus、Marvell 产业链从头到尾都在这张图里了 #存储芯片 #半导体 #HBM

MSX景宝✨

@Jing_MSX

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Joined March 2026

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MSX景宝✨@Jing_MSX

2026.06.30 12:13

📊存储超级周期还在继续 DRAM/HBM👉 SK海力士、美光 NAND👉 闪迪、西部数据 HDD👉 希捷、西部数据设备/IP👉 泛林、应用材料、Rambus、Marvell 产业链从头到尾都在这张图里了 #存储芯片# #半导体# #HBM#

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