At Goldman sachs recently held the annual meeting of the global semiconductor, meguiar's management disclosure of China's recent sanctions for its high single-digit impact on total, higher than previously expected.
Server technology, meguiar's thought, AI demands for DRAM, 8 times that of general server, NAND than traditional server development about 3 times, in other words, the large capacity SSD will provide unprecedented importance, the cloud customers at the same time also to be good and control the budget, now also must invest for AI.