原文：
Serenity 白毛女-中文翻译（公开）
Serenity 白毛女-中文翻译（公开）
原文：
Okay I know this is US time and this is a Taiwan stock...
But I really am starting to think $ESMT (3006) can cook like $SNDK. And I’m excited.
So hopefully in a few months, people can something say similar...
FUN FACT CHAT:
Did you know.. 1 old DDR2 memory chip is.. ~$0.96? (from LCSC data)
Obviously different per spec since some can be $2.5...
But if you 3x ASP Hike this.
That's a whole... ~$2 added to final BOM cost.
So about the same cost as a $COST hot dog.
It goes into things like a D-Link security camera, maybe like $33 final cost...
and adds like $2. (which people won't mind)
But... 3X ASP hike to ESMT? Is very, very material.
That's just for one product category, and there's many others from SLC NAND (eg. +120–170% H2) to NOR Flash products for H2 ASP hike projections.
And my favorite thing is, they've already shown they're willing to partake in the price hike games (seems like there's a long way to go)…
Currently they make ~$111M net income a month from July earnings ($2.8B MC), which annualized is like ~2.1X P/E. *I have positions.
So... I think $ESMT has room to cook like masterchef Sandisk.
TLDR:
- Repeated rounds of price hiking = seems absurd for the company's net income... but has potential due to starting low component cost.
- Reminds me of early $SNDK but for other segments (legacy/niche memory).
翻译：
好，我知道现在是美国时间，这只是一只台湾股票…
但我真的开始觉得 $ESMT (3006) 可能会像 $SNDK 那样大幅涨价，我很期待。
所以希望几个月后，大家能说出类似的话…
趣味聊天：
你知道吗…一颗旧的 DDR2 内存芯片大约是 ~0.96 美元？（来自 LCSC 数据）
不同规格当然价格不同，有的甚至要 $2.5…
但如果把它的 ASP 提高 3 倍。
这就相当于在最终 BOM 成本上多了约 $2。
大致相当于一根 $COST 的热狗的成本。
它会被用于比如 D-Link 的安防摄像头，最终成本可能约 $33…
再加上约 $2（用户不会介意）。
但是…对 $ESMT 来说，ASP 提高 3 倍？影响非常大。
这仅是一个产品类别，其他还有 SLC NAND（例如 H2 期间提升 120–170%）到 NOR Flash 产品的
Okay I know this is US time and this is a Taiwan stock...
But I really am starting to think $ESMT (3006) can cook like $SNDK. And I’m excited.
So hopefully in a few months, people can something say similar...
FUN FACT CHAT:
Did you know.. 1 old DDR2 memory chip is.. ~$0.96? (from LCSC data)
Obviously different per spec since some can be $2.5...
But if you 3x ASP Hike this.
That's a whole... ~$2 added to final BOM cost.
So about the same cost as a $COST hot dog.
It goes into things like a D-Link security camera, maybe like $33 final cost...
and adds like $2. (which people won't mind)
But... 3X ASP hike to ESMT? Is very, very material.
That's just for one product category, and there's many others from SLC NAND (eg. +120–170% H2) to NOR Flash products for H2 ASP hike projections.
And my favorite thing is, they've already shown they're willing to partake in the price hike games (seems like there's a long way to go)…
Currently they make ~$111M net income a month from July earnings ($2.8B MC), which annualized is like ~2.1X P/E. *I have positions.
So... I think $ESMT has room to cook like masterchef Sandisk.
TLDR:
- Repeated rounds of price hiking = seems absurd for the company's net income... but has potential due to starting low component cost.
- Reminds me of early $SNDK but for other segments (legacy/niche memory).
翻译：
好，我知道现在是美国时间，这只是一只台湾股票…
但我真的开始觉得 $ESMT (3006) 可能会像 $SNDK 那样大幅涨价，我很期待。
所以希望几个月后，大家能说出类似的话…
趣味聊天：
你知道吗…一颗旧的 DDR2 内存芯片大约是 ~0.96 美元？（来自 LCSC 数据）
不同规格当然价格不同，有的甚至要 $2.5…
但如果把它的 ASP 提高 3 倍。
这就相当于在最终 BOM 成本上多了约 $2。
大致相当于一根 $COST 的热狗的成本。
它会被用于比如 D-Link 的安防摄像头，最终成本可能约 $33…
再加上约 $2（用户不会介意）。
但是…对 $ESMT 来说，ASP 提高 3 倍？影响非常大。
这仅是一个产品类别，其他还有 SLC NAND（例如 H2 期间提升 120–170%）到 NOR Flash 产品的
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