AI 导读
大家都在问，内存 BOM 冲击是否真的打到了消费者身上。 确实打到了。我们有数据可以证明。(1/4)🧵 https://t.co/v5laMhXoJS
正文
Everyone’s asking whether the memory BOM shock is actually hitting the consumer.
It is. And we have data that shows it. (1/4)🧵 https://t.co/v5laMhXoJS
来源：@SemiAnalysis_ · x.com