Victor y
2026.07.07 05:08

三星的業績凸顯出人工智能驅動的內存需求變得多麼強勁。這些數字令人印象深刻,但真正的考驗將是人工智能基礎設施支出在未來幾個季度是否仍將保持高位。如果高帶寬內存(HBM)的需求和價格保持韌性,該行業可能會有更多增長空間,儘管在如此大幅上漲之後,預計會出現波動。

Longbridge - Captain's Watch
Captain's Watch

☕️ [Task Coins Giveaway] Daily Market Talk — Samsung Rewrites the Record Book

Samsung just dropped the most profitable quarter any tech company has ever reported. AI chips printed money, Nvidia walked back its own delay scare, and the Dow crossed 53K for the first time. SpaceX ...

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