EP31 | 前段設備、博通、AI 的瓶頸

EP31 | 前段設備、博通、AI 的瓶頸

From 摩股資本 Moore Stock by Moore 摩股

June 6, 2026 · 12 min · Season 3 · Episode 31

About this episode

This episode discusses the upcoming price increase for subscriptions and provides insights into the semiconductor industry and AI bottlenecks.

本專欄訂閱價格也預計將從 6/8 正式漲價:年訂閱將從 $1880 漲價至 $1990;季訂閱也每季 $550 漲價至 $700。所以歡迎各位朋友立即訂閱,以目前尚未漲價的價格,永久享有後續的知識與資訊更新服務: 每年 $1880 訂閱方案 👉  https://lihi1.me/tBcVC 每季 $550 訂閱方案 👉  https://lihi1.me/x4Z3s 以下提供兩篇內容開放限時免費閱讀,大家可以參考裡面的脈絡與內容呈現的方式,若真正認同與有所幫助再來訂閱,謝謝: - 2026 年全年指引: https://lihi1.me/oKXly - NAND 巨頭 SanDisk 最新季報解析: https://lihi1.me/VPK54 Powered by Firstory Hosting

People in this episode

Host: Moore 摩股

Topics covered

  • AI
  • semiconductors
  • subscription pricing
  • NAND technology
  • market analysis

Keywords

  • subscription
  • price increase
  • semiconductors
  • AI bottlenecks
  • SanDisk

Mentioned in this episode

Organizations: SanDisk

Products: $1880, $1990, $550, $700

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