原文：
Serenity 白毛女-中文翻译（公开）
Serenity 白毛女-中文翻译（公开）
原文：
So $INTC is raising PC CPU prices by 10% apparently in October per Digitimes, which I think markets might appreciate.
The legacy memory trade also just going brrr from August revenues:
-> ESMT revenue up ~+605% Y/Y, 16.4% M/M
Which is interesting given gross margins also rising tremendously too.
-> Etron revenue up +525% Y/Y, +6.4% M/M
Chairman says he sees growth momentum in memory to extend through 2028 or longer, potentially 2030. (which is very positive read through for ESMT given what Etron sells) *own ESMT/Etron
-> Winbond revenue up +289.43% Y/Y, up 2% M/M
Their president says memory supply and demand are expected to be even tighter in 2027 than in 2026.
-> Macronix revenue up +218.5% Y/Y, +5.4% M/M
Says SLC NAND, eMMC, NOR remain tight (kinda known there).
So... if you think your 80%-100% type revenue growth players are insane.
Check out legacy memory (operating income is even more hilarious). There's a few more where ~ modeled forward P/E values of like 2-3 from my estimates.
I personally find the theme a better value investing type idea than your 16 P/E no-growth dividend companies.
翻译：
看起来 $INTC 将在十月将 PC CPU 价格上调 10%，据 Digitimes 报道，我认为市场可能会对此表示认可。
传统内存业务的收入自八月起也在快速增长：
-> ESMT 收入同比约增长 +605%，环比增长 16.4%
这很有意思，因为毛利率也在大幅提升。
-> Etron 收入同比增长 +525%，环比增长 +
So $INTC is raising PC CPU prices by 10% apparently in October per Digitimes, which I think markets might appreciate.
The legacy memory trade also just going brrr from August revenues:
-> ESMT revenue up ~+605% Y/Y, 16.4% M/M
Which is interesting given gross margins also rising tremendously too.
-> Etron revenue up +525% Y/Y, +6.4% M/M
Chairman says he sees growth momentum in memory to extend through 2028 or longer, potentially 2030. (which is very positive read through for ESMT given what Etron sells) *own ESMT/Etron
-> Winbond revenue up +289.43% Y/Y, up 2% M/M
Their president says memory supply and demand are expected to be even tighter in 2027 than in 2026.
-> Macronix revenue up +218.5% Y/Y, +5.4% M/M
Says SLC NAND, eMMC, NOR remain tight (kinda known there).
So... if you think your 80%-100% type revenue growth players are insane.
Check out legacy memory (operating income is even more hilarious). There's a few more where ~ modeled forward P/E values of like 2-3 from my estimates.
I personally find the theme a better value investing type idea than your 16 P/E no-growth dividend companies.
翻译：
看起来 $INTC 将在十月将 PC CPU 价格上调 10%，据 Digitimes 报道，我认为市场可能会对此表示认可。
传统内存业务的收入自八月起也在快速增长：
-> ESMT 收入同比约增长 +605%，环比增长 16.4%
这很有意思，因为毛利率也在大幅提升。
-> Etron 收入同比增长 +525%，环比增长 +
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