中文翻译
写得很好！我最喜欢这条评论： 针对长存(YMTC)和长鑫(CXMT)扩产可能冲击市场并压低价格的担忧，Pua用一句话回应：“说这话的人在做梦。” 有趣的是，英特尔(Intel)CEO和行业内部人士都持相同观点，而媒体却在呼吁存储价格崩盘。
· 供应链分析
业内认为长存长鑫扩产不会导致存储价格崩盘，反驳媒体观点。
英文原文
Great writeup! This was my favorite comment: In response to concerns that capacity expansion by YMTC and CXMT could shock the market and drive down prices, Pua answered in one line: "The people saying that are dreaming." Interesting how Intel’s CEO and industry insiders are all saying the same thing, while media are calling for a memory price crash.