MU validated strong AI trend

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.

所有跟帖： 

• 由涨转跌了 -BigMountain6- ♂ (0 bytes) () 06/26/2025 postreply 07:04:52

• It is not about MU,it is about tech sector--trend is strong -未知就是风险- ♂ (0 bytes) () 06/26/2025 postreply 07:06:39