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legend1234
legend1234
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Samsung overtook TSMC as Tokyo Electron’s biggest customer last year. The AI memory buildout isn’t just about chip sales. Samsung and SK hynix are buying equipment to expand production, and TEL sees ¥1T in operating profit within reach if that spending continues. Exotic.
Pod Network
Pod Network
三星去年超过台积电,成为东京电子最大的客户。 AI内存的建设不仅仅关乎芯片销售。三星和SK海力士正在购买设备以扩大生产,东京电子认为如果这种支出持续,营业利润有望达到¥1万亿。 真是非同寻常。

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