以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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Memory manufacturers
5 atoms · 跨 4 天 · 首见 2026-05-16 · 最近 2026-06-26
三色: 🟦 fact 0 · 🟥 take 5 · stance ▲3/▼1/◆1
来源: X 5
时态: fresh:3 · stale:2
标签: 好观点:5 · 好数字:1
叙事 (narrative) (3)
- 2026-06-25 · 自由现金流
capex 지출이 일반적인 사이클 대비 2배 이상 증가했음에도 불구하고 FCF는 유의미하게 증가하고 있어
tags: 好数字·好观点 · → daily
- 2026-06-26 · 产能扩张速度落后于需求
수요 증가 속도가 공급의 확장 속도를 앞지르고 있어 공급 부족 현상이 지속
tags: 好观点 · → daily
- 2026-06-25 · 价格竞争
LTA 확대로 산업의 사이클 성격이 완화되고 높은 수익성이 유지될 것
tags: 好观点 · → daily
立场 (position) (2)
展开 2 条老旧 / 已过期
- 2026-05-17
[老旧] · are raising prices too aggressively
What I meant was that memory manufacturers are raising prices too aggressively. They clearly could have raised prices less than this.
tags: 好观点 · → daily
- 2026-05-16
[老旧] · need to raise prices in a disciplined way
Memory companies need to raise prices in a disciplined way… if prices go up too fast, they tend to come down just as fast.
tags: 好观点 · → daily
时间轴 (近 20)
- 2026-06-26 ·
narrative · 产能扩张速度落后于需求 · → daily
- 2026-06-25 ·
narrative · 价格竞争 · → daily
- 2026-06-25 ·
narrative · 自由现金流 · → daily
- 2026-05-17 ·
position · are raising prices too aggressively · → daily
- 2026-05-16 ·
position · need to raise prices in a disciplined way · → daily
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