Ben Bajarin· @BenBajarin · X·· 22 天前AI 评分23
AI 导读
显然，关于存储芯片存在一些 FUD（散布恐慌的言论）。市场对存储这一板块的误解还是太多了。 https://www.thediligencestack.com/p/for-memory-bet-on-bits-not-history
AI 生成摘要 · 以原文为准
正文
Some memory FUD going on apparently. Still way too much misunderstanding of this segment.
https://www.thediligencestack.com/p/for-memory-bet-on-bits-not-history
来源：Ben Bajarin · x.com