fisher Yan

sprin g

[fisher Yan @springydd]

@jukan05 SMIC believes that the memory supply will be alleviated in 2026Q3.

[fisher Yan @springydd]

@QQ_Timmy 銅在 448G 仍然有生命力

[fisher Yan @springydd]

@jukan05 So, this is a rumor.

[fisher Yan @springydd]

@disclosetv In fact, the core point is that the world needs stable energy that can be supplied for a long time. The innate instability of renewable energy requires additional auxiliary energy, such as lithium battery energy storage systems.

[fisher Yan @springydd]

@SpaceX @USSpaceForce It looks so big

[fisher Yan @springydd]

@mingchikuo VP failure is inevitable

[fisher Yan @springydd]

@sahilypatel Overly worried

[fisher Yan @springydd]

@zaobaosg 這是要求盡快繼續內戰，實現武統嗎？

[fisher Yan @springydd]

@wallstengine Incompetent conspiracy theory

[fisher Yan @springydd]

@entropy_bug @Jukanlosreve But the best and most reliable products are more important than cost.

[fisher Yan @springydd]

@RehanYawar84469 @Jukanlosreve no way

[fisher Yan @springydd]

@zaobaosg It seems that there is no clear result.

[fisher Yan @springydd]

@Jukanlosreve As expected

[fisher Yan @springydd]

@QQ_Timmy 完全大規模工業化產品，而且在中國即將參與博弈的市場，快週期品的特徵擺脫不了

[fisher Yan @springydd]

@ritterjoe Fake version?

[fisher Yan @springydd]

@Kurnalsalts old chips before 2020. Don‘t mass!

[fisher Yan @springydd]

@Jukanlosreve noise

[fisher Yan @springydd]

@MooreMorrisSemi @SemiAnalysis_ wrong messages are noise

[fisher Yan @springydd]

@Jukanlosreve Marvell is over

[fisher Yan @springydd]

@Jukanlosreve It’s useless. Samsung can‘t pass the certification of NVIDIA. Its supply is only within 10% of the total market of HBM.