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群联:DeepSeek带动AI边缘装置效应显现 NAND供需有望在下半年趋于紧张

群联预计NAND Flash控制芯片第一季度为全年低点,随着NAND原厂涨价和DeepSeek推动AI边缘装置发展,NAND供需下半年可能紧张,全年业绩有望超过去年。

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群联:DeepSeek带动AI边缘装置效应显现,NAND供需有望在下半年趋于紧张 36Kr
群联:DeepSeek带动AI边缘装置效应显现 NAND供需有望在下半年趋于紧张 格隆汇/财联社

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群联:DeepSeek带动AI边缘装置效应显现 NAND供需有望在下半年趋于紧张

群联预计NAND Flash控制芯片第一季度为全年低点,随着NAND原厂涨价和DeepSeek推动AI边缘装置发展,NAND供需下半年可能紧张,全年业绩有望超过去年。

媒体报道
群联:DeepSeek带动AI边缘装置效应显现,NAND供需有望在下半年趋于紧张 36Kr
群联:DeepSeek带动AI边缘装置效应显现 NAND供需有望在下半年趋于紧张 格隆汇/财联社

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Telegram Be The Next Best SPAC

I have no inside knowledge of a potential stock listing of the popular anti-Whatsapp messaging app, Telegram. But I know this much, judging by most people I talk to, especially crypto investors, if Telegram ever went public, people would gobble it up. I know I would. I’m waiting for it. So is Sergei Sergienko, who claims he owns $800,000 of Telegram’s pre-initial coin offering (ICO) tokens. “If Telegram does a SPAC IPO, there would be demand for this issue. It would probably outstrip the interest we saw during the ICO. Why? Because as of right now Telegram looks like a liberal application that can accept anyone - right after WhatsApp and others have turn on the censorship,” he says.

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