全球存储芯片-投资者反馈、台积电动态、现货价格、中国芯片厂商融资情况-Global Memory Tech- Investor feedback, TSMC,spot price, China chipmaker fundraisin

Accessible version Global Memory Tech Weekly theme: Investor feedback, TSMC, spot price, China chipmaker fundraising Industry Overview US investor feedback: cautiously optimistic We met US investors across the West/East Coast areas. Most of them acknowledged that the current memory cycle is better than ever and confirmed great returns from their recent or a-while-ago investments. However, we also saw mixed sentiment—bullish on AI boom vs some concerns on record-high P/B (after 2-3 years' long share-price ra ...