Jeff Pu
@sssjeffpu
Tech Enthusiast. 20 years tech equity research + industry.
加入 April 2025
74 正在关注 38.6K 粉丝
Mismatched component lead times are one of the critical issues right now.
TrendForce’s supply-chain radar remains ahead of the curve on this.
@trendforce
#MU# #Memory# #DRAM# #NAND# #SNDK# #ABF# #GPU#
TrendForce: Supply Chain Radar
Everything besides GPU is either tight or very tight in supply.
$NVDA $AMD $SNDK $MU blockstack:native $WDC
