Chris Lee
@ViewsOfChris
Fmr exec of t world's leadin Web3 cos |'20 Buffett Charity Luncheon | || Best CFO | Best HK Exec by AsiaMoney |Views My Own NFA| Go w the flow 🌊
Joined March 2023
257 Following 72.9K Followers
大摩：原厂> 模组厂，DRAM > NAND
DRAM因LTA条款更好，需求可见度更高，供应纪律受EUV制约，以及潜在HBM4E产能挤压，战术上优于NAND；在NAND内部，原厂因利润韧性和供给控制力更强，优于模组厂。
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