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WangNextDoor
@WangNextDoor2
Engineer/entrepreneur in CA, Tesla/NVDA/AI & Robotics bull. Elon & All-In Podcast enthusiast. Believer in a universal high-income future.
Joined April 2021
15.5K Following    81.4K Followers
A 股四家存储企业均非底层工艺原厂,真正具备 DRAM、NAND 核心制造能力的长江存储、长鑫存储尚未上市。 兆易创新拥有硬核芯片设计实力,技术壁垒最高,德明利、江波龙、佰维存储侧重主控、模组与终端存储应用。 德明利、佰维、江波龙短期业绩弹性突出,而兆易创新凭借深厚技术积累,具备更强的长期产业成长价值。(NFA)
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