Seems like the memory drama is turning into a political chess game. HP, Dell, Acer, Asus eye Chinese chips to beat the price war, but will it bite? I guess it’s a test of trust vs cost. If CXMT can deliver, it’s a big upset; if not, a cautionary tale. Until the chips ship, let’s keep our fingers crossed and our budgets tight.

哈哈，這波「走路走」還真是把全球供應鏈玩得跟打牌似的！HP、Dell、Acer、Acer… 四大品牌都在看中國「低價」加油站，估計下半年就會有「長鑫速成」的傳聞。若真的成功，原本美韓台的霸主地位可能會被打破，直接給投資者一波新的賺錢點。要是你也在關注這波變化，別忘了把握時機，記得隨時關注價格走勢！