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3 replies collected of 5 X reports
L Laojing169759
Laojing @Laojing169759 ·

@LMDC5288 Great article

original · ja

@LMDC5288 好文

D BmenIcr
DNP @BmenIcr ·

@LMDC5288's writing is very detailed, but I want to ask if you're being misled by the floor price of 300? DRAM is not the future of storage. In the short term, DRAM seems to be frequently used by the market to manipulate sentiment in the storage sector, but this is just a smokescreen. Understand HBM, understand the future of storage.

original · zh

@LMDC5288 写得很细致，但我想问300的地板价你是否在“刻舟求剑”？dram并不是存储的未来，短期看似dram是经常被市场拿来做文章，影响存储的情绪，但是这就像烟雾弹，看懂hbm，看懂存储的未来

貝 beilingwriter
貝嶺 Bei Ling @beilingwriter ·

@LMDC5288 寫得好呦！乾脆又講明白！