Ehrmantraut Capital
@EhrmantrautCap_
Investor from the Netherlands | AI, memory, photonics and space.
Not financial advice.
加入 November 2025
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Very interesting overview from TrendForce.
GPU: Balanced - $NVDA, $AMD
DRAM: Very tight - $MU, $SKHY, $005930.KS
NAND: Tight - $SNDK, $KXIAY
HDD: Very tight - $STX, $WDC
ABF: Very tight - Unimicron $3037.TW, Ibiden $4062.T (and upstream: Ajinomoto $2802.T)
MLCC: Tight - Murata $6981.T, Samsung Electro-Mechanics $009150.KS
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