Everyone’s asking whether the memory BOM shock is actually hitting the consumer.
It is. And we have data that shows it. (1/4)🧵
大家都在问,内存BOM冲击是否真的影响到了消费者。 确实如此。我们有数据可以证明。(1/4)🧵
大家都在问,内存BOM冲击是否真的影响到了消费者。 确实如此。我们有数据可以证明。(1/4)🧵
Everyone’s asking whether the memory BOM shock is actually hitting the consumer.
It is. And we have data that shows it. (1/4)🧵
来源:SemiAnalysis· x.com