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15 Aug 2023
37m
253.【台股美股提款機】WDC 季報解析:NAND 谷底已過
財報狗 - 掌握台股美股時事議題
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這一期播客節目主要討論了威騰電子的財務狀況、NAND Flash的需求和價格趨勢、威騰電子消費性業務和伺服器業務的發展前景、NAND Flash供應鏈在未來產業地位、NAND Flash Controller的報價趨勢,NAND Flash需求回溫議題、記憶體封裝業者有望在接下來的時段成長、AI伺服器供應鏈的投資風險、半導體產業現況與展望,以及工業板塊的投資策略等等,内容丰富,十分精彩。
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How to Get Rich: Every Episode
Naval