Herman Jin
@ShanghaoJin
Ex-Goldman Asia FICC. I think in public so my friends don't have to read my texts — your account, your problem.
Joined April 2017
690 Following 91.8K Followers
ASML的DUV需求完全爆表了，长鑫在到处加价“收条子”——之前定机器的
要知道一年前市场还在担心DUV受中国+ intc影响呢
有种感觉半导体研究没意义了，token指数级需求增长，供不应求才是常态，大家都没涨到位
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