Finn Stockinger
@FinnStockinger
Analyst. Investor.
Early where the market is late.
加入 December 2025
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Another sign that 2027 is shaping up to be a strong year for memory.
$MU $000660.KS $005930.KS
$AMD CEO Lisa Su says demand is still running above supply, with strong compute demand expected to continue for the next several years.
AMD plans to “substantially increase” supply in 2027, while memory remains broadly supply constrained.
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