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Chinese chip companies and domestic substitution

Discussed in 1 analyzed podcast episode across 1 show

Discussed On

虎嗅·商业有味道

Episodes

虎嗅·商业有味道 · Jul 20, 2026

00后炒存储：一个月走完老股民十年心路

Storage sector stock trading and volatility Gen Z investor psychology and risk management Semiconductor supply chain and pricing dynamics DDR5 and HBM memory market tightness Position sizing and portfolio management