韩国科技与半导体展望
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全球半导体周期似乎正在企稳，但对高端芯片的需求依然强劲。大家如何看待韩国科技巨头的展望，特别是它们在内存市场的敞口？是否有迹象表明库存正常化正在加速或减速？
1 comments · 8 points
SFu/souza_felipe·18d
I'm cautiously optimistic. While memory remains cyclical, the demand for AI-related chips seems to be providing a new level of baseline support that wasn't there in previous cycles. Inventory normalization seems to be progressing, but not at a breakneck pace.
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