Sign in
Prev
Next
Summary
Mindmap
Transcript
Keywords
Highlights
Shownotes
Send
Sign in
Help
Toggle theme
Sign in
Toggle theme
Enjoy Podwise!
Enjoy Podwise!
Sign in to sync your playlist
Playlist 0/50
Prev
Next
01 Aug 2023
19m
249.【台股美股提款機】LRCX 季報解析:DRAM、NAND 兩樣情
財報狗 - 掌握台股美股時事議題
Play
Summary
Shownotes
Mindmap
Transcript
Keywords
Highlights
Sign in
Sign in to access all AI-generated content
科林研發和顆粒研發都預估營收和收益將在接下來一段期間內開始增長;科林研發的營收雖然衰退,但中國區域的營收衰退最少,因此推估可望受惠於中國市場的高需求,並保持穩定的營收。另一方面,顆粒研發預計將受益於 AI 投資加速 DDR5 和 High Bandwidth Memory 的需求增長。
Takeaways
Outlines
Q & A
Preview
How to Get Rich: Every Episode
Naval