Ben Bajarin· @BenBajarin · X·· 19 天前AI 评分59
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Phison CEO 不同意市场对 CXMT 带来的存储恐慌，称之为市场的幽灵故事。他表示明年将出现除订单以外什么都短缺的局面，比起订单可见度，他更担心物料短缺导致无法按时交付。Ben Bajarin 转发并评论称，关键在于相信一线从业者还是旁观者的说法。
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The theme is going to be do you believe the commentary from those in the trenches or from those sitting in arm chairs.
CEO of Phison disagrees with the CXMT memory scare and calls it a "ghost story from the market." He states next year "there will be a shortage of everything except orders." He is more worried about the shortage of materials causing them to be unable to deliver on time than about the visibility of orders. $MU $DRAM $EWY在 X 查看被引用的帖子
来源：Ben Bajarin · x.com