AI产业挖掘🐔
@QihongF44102
经历多轮 AI 变革周期：学生时代研究 Computer Vision，职业早期深耕 Recommendation / Search Systems，如今专注 Agentic Systems。
Joined January 2024
320 Following 13.3K 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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