Max Weinbach(@mweinbach):Cook essentially just said on the earnings call that Chinese memory, if they could use it, would help on the supply side and they are not sure about the pricing side Essentially, they just need access and it doesn't necessarily mean it's "cheap Chinese memory"

Max Weinbach

@mweinbach

Analyst @creativestrat | Analyst and Market Research Firm | Typo ignorer Email: max@creativestrategies.com

加入 June 2015

7.9K 正在關注 303K 粉絲

Max Weinbach@mweinbach

2026.07.30 21:36

Cook essentially just said on the earnings call that Chinese memory, if they could use it, would help on the supply side and they are not sure about the pricing side Essentially, they just need access and it doesn't necessarily mean it's "cheap Chinese memory"

156

轉發到社區

熱門用戶