MU validated strong AI trend

来源: 于 2025-06-26 07:01:09 [旧帖] [给我悄悄话] 本文已被阅读：次

1. AI demand is very strong;

2. They raised AI chip price;

3. Constrainted by capacity, otherwise they could have guided higher.

 

 

4. The PC and industrial demand is weak--this is a industry wide trend.