Leroy Groffier
@LeroyGroffier
the action is the juice
加入 March 2017
787 正在关注 1.7K 粉丝
MLCCs won't repeat 2017-18 cyclical correction: MS key insight is that incremental demand is coming from the high end of the market, where 2-3 players dominate and new players cannot easily enter due to demanding specs. Hence the "early cycle" take.
显示更多
