清華紫光

Lex_Micron: hot chips

A memo to those who thought volatility in the semiconductor industry was a thing of the past: it is not. This thesis has been popular for some time. But even after years of consolidation, the industry is still prone to boom-and-bust cycles —even if they are a bit gentler now that the number of global D-Ram manufacturers has dropped to three.

This can make for interesting M&A opportunities.

Tsinghua Unigroup

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