가입 후 초대 링크를 공유하면 동영상 재생 및 초대 보상을 받을 수 있습니다.

Sravan Kundojjala
@SKundojjala
Semiconductors, Analyst @SemiAnalysis_ No investment advice. Opinions are mine only.
가입 September 2011
5.6K 팔로잉 중    22.6K 팬
Semicap DRAM revenue is on fire. New peaks are loading. ASML has been gaining share in DRAM, driven by higher EUV adoption. AMAT stable. Lam and KLA cyclical gainers. TEL has been a share donor and surprisingly underperformed.
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