AI产业挖掘🐔
@QihongF44102
AI老牛马，经历过多轮AI变革周期
Joined January 2024
309 Following 10.5K Followers
It is true
Semi Analysis Dylan Patel:
People are like, 'oh, the memory story is overplayed, everyone gets it.' No, no, no — you don't get it.
DRAM will double or triple from here still, because that's how much capacity is required, and they have to steal capacity from somewhere else.
And the only way to steal capacity in a capitalist economy is demand destruction via higher pricing.
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