Dylan Patel表示，存储领域面临多年期结构性短缺，潜在上行空间或为2至3倍。
据 NS3 报道，Patel认为，大规模CPO部署已被推迟至2028年底至2029年。
Dylan Patel：存储或现多年结构性短缺
2026-07-10 09:57:40
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