中文翻译
这是最大的问题，也是看空论点。鉴于上游内存短缺，他们能否扩大产能以满足需求，我尚无答案。我们得等下一次财报电话会议才能揭晓。无论如何，我的思考逻辑是：即使他们无法扩大产能，积压的需求也会增加营收。$RPI 本月早些时候也对设备进行了涨价（例如 Raspberry Pi 5），这应该会有所帮助。
· 个股论点
分析$RPI在内存短缺下，即便产能受限，积压需求与涨价仍利好营收。
涉及标的： $RPI
英文原文
That's the biggest question and bear case. I don't have an answer if they can scale up capacity to meet demand given memory shortages upstream. We'll have to find out next earnings call. Regardless, my thought process is that even if they can't scale up capacity -> backlogged demand increases revenue anyway. $RPI did also price hike devices too eg. raspberry pi 5, earlier this month, so that should help.