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Koh Randy
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13
Fame: 363
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Joined Jun 2019
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Koh Randy
replied to comment
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DUFU
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其实四大天王已经跑了。inari mpi gtronic and unisem 对吧
2 weeks
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Koh Randy
replied to comment
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DUFU
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好希望到时候能和你聊两句。请问你twitter叫 sea bobo 吗?hahah
2 weeks
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Koh Randy
replied to comment
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DUFU
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@sea bobo感谢你information请问有去agm 吗?
2 weeks
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Koh Randy
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DUFU
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@sea bobo如何看micro给出的展望?
1 month
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Koh Randy
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DUFU
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那mnholding拿到data center project会收益于dudu mah?
1 month
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Koh Randy
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DUFU
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我的意思是说hdd会用在做database 里面吗?像ytl做的
1 month
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Koh Randy
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DUFU
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Sea bobo
请问jb工厂有做data center 会有到spacer mah?
1 month
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Koh Randy
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DUFU
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请问dufu算precision还是osat?
1 month
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Koh Randy
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DUFU
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对呀这就是为什么weston digital把业务分拆专注在做hdd~我看他写double up capacity 原本是15tb upgrade去30tb
1 month
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Koh Randy
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DUFU
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五月sony和seagate合作生产30Tb的hdd~你怎么看?根据seagate 2025 capacity会达到181ztb 90%成长因为AI
1 month
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