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
665 Following 89.7K Followers
NV 又砍了HBM了，不过就是卡一点
内存再涨价只有一条路就是降低capex，大家都得死
世界是江湖
当你牛逼的代价是所有人傻逼的时候，大概率你下场不会太好
现在把存储收拾了、跌个价，从云厂到消费电子，芯片设计公司到晶圆厂，中国到美国，大家全活了
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