$Lumentum (LITE.US)$ 它正在上漲。期權今天到期
1
$Lumentum (LITE.US)$ 這個明天將達到890
105686579
評論了
$美光科技 (MU.US)$ 你知道什麼好笑嗎？微軟（MSFT）股價漲了。哈哈，我這個週末晚點去查查其中的關聯。
3
105686579
參與了投票
英偉達、博通、戴爾和慧與（HPE）最新發布的業績電話會議均指向同一個問題： AI供應鏈仍在苦苦追趕需求。
內存仍是最大的瓶頸
$戴爾科技 (DELL.US)$ 給出了最清晰的排序。當被問及供應限制時，首席運營官Jeff Clarke回應道： 「DRAM、DRAM、DRAM，其次是NAND、NAND、NAND。」
$慧與科技 (HPE.US)$ 也單獨指出了 DDR5、DDR4和NAND的短缺.
$博通 (AVGO.US)$ 列出了……
內存仍是最大的瓶頸
$戴爾科技 (DELL.US)$ 給出了最清晰的排序。當被問及供應限制時，首席運營官Jeff Clarke回應道： 「DRAM、DRAM、DRAM，其次是NAND、NAND、NAND。」
$慧與科技 (HPE.US)$ 也單獨指出了 DDR5、DDR4和NAND的短缺.
$博通 (AVGO.US)$ 列出了……
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