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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
三星去年超越台積電,成為東京電子最大的客戶。 AI 記憶體的擴建不僅僅是關於晶片銷售。三星和 SK 海力士正在購買設備以擴大產能,東京電子認為如果這種支出持續,營業利潤有望達到 ¥1 兆。 異常。

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