注册并分享邀请链接,可获得视频播放与邀请奖励。

P Equity Research 📰
@pequityresearch
Research 📃 & News 🗞️ | Semiconductors & Tech | Research & discord in substack | For China focused research:
加入 April 2023
877 正在关注    56K 粉丝
Bernstein: expect CXMT's HBM ASP to be higher than global average due to cost difficulty and yield, almost 50% higher in 2027E. $MU $DRAM $EWY