The logic behind low-end storage feels like it's falling apart; with domestic capacity expansion, the low-end segment will basically be taken over. I'm not sure if the HBM thesis can hold up.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.