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Illiquid
@illyquid
FundaAI. Also writes about the AI value chain at Collyer Bridge.
Joined July 2024
673 Following    17.9K Followers
Kioxia: "The retail ASP for CY27 will be fixed depending on the demand and supply situation. If there is a shortage, which we believe there will be, then we believe that it will be in an increasing trend. At least at this point in time, there are no signs of a price decrease. It's just that from early this year to mid this year, the ASP has gone up significantly. And we believe that it may be difficult to grow at the same pace. That's why we believe the increase is going to be moderate."
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