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[会议论文] 作者:杨文得, 来源:2016中国集成电路产业发展研讨会暨第十九届中国集成电路制造年会 年份:2016
2D-NAND supply continue shrinking from 3D-NAND migration while 3D-NAND supply will significantly increase from 2H17. Demand visibility is the key for market dynamics.2017 CAPEX is up 30%yoy. Memory ma...
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