P Equity Research 📰
@pequityresearch
Research 📃 & News 🗞️ | Semiconductors & Tech | Research & discord in substack | For China focused research:
加入 April 2023
877 正在關注 56K 粉絲
BofA: "Near-term, we view HBF and compute-on-memory 3D-DRAM as complements, not substitutes to HBM."
$SNDK $MU $DRAM $EWY
