全球半导体设备_DRAM 资本支出上行周期_ Global Semiconductor Equipment_ DRAM capex upcycle_
2025-11-25 01:1921 November 2025 Global Semiconductor Capital Equipment Global Semiconductor Equipment: DRAM capex upcycle? David Dai, CFA +852 2918 5704 david.dai@bernsteinsg.com +852 2123 2654 qingyuan.lin@bernsteinsg.com mark.li@bernsteinsg.com Juho Hwang +852 2123 2632 juho.hwang@bernsteinsg.com Carmine Milano +44 20 7762 1857 carmine.milano@bernsteinsg.com Alrick Shaw +1 917 344 8454 alrick.shaw@bernsteinsg.com Arpad von Nemes +1 917 344 8461 arpad.vonnemes@bernsteinsg.com Zheng Cui +852 2123 2694 zheng.cui@bernsteins ...