中文翻译
哇，Nanya 年初还是我做多的标的…… 我完全没想到 $SNDK 现在居然刚刚入股了它 10 亿美元以上。 Sandisk 选择入股像 Nanya 这样的公司，说明 legacy memory 的瓶颈可能比市场想的更大、也更被低估。 这对 Macronix 以及其他台湾公司也有巨大的影响。 或者……$SNDK 只是 NAND 价格上涨赚太多了，正好找地方花钱？
· 供应链分析
说自己年初看多 Nanya，没想到 SNDK 现在直接入股，暗示旧存储瓶颈可能被低估。
英文原文
Woah Nanya was my long earlier in the year... Did not expect $SNDK to take a $1B+ stake in it just now. Fact that Sandisk is taking stakes in companies like Nanya, means bottleneck in legacy memory might be bigger / more underpriced than marketes thought. Massive implications for others like Macronix + other TW companies. Or... $SNDK just has too much money from NAND price hiking and needed somewhere to spend it?