Fiona Yang
speaker
268 appearances
1 recordings
1 series
first heard Jul 2026
last heard 20 Jul
Fiona Yang’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
I think it could last for a couple of years because of this supply to come up will take time.
You need to build a clean room.
You need to order the equipment and put the equipment in there.
But then does that mean the share price could last for two, three years at a very high level?
That might not necessarily be true because expectation is already up there.
Stock market is about expectation versus reality.
The expectation is already there.
there's sort of AI demand that cannot be met and the supply will not come up in the next two, three years if we do see any sort of vacuum in the demand side of things or supply could come up just faster than expected because suddenly all these companies have raised huge amount of money
not just for the Korean ones, but also the Chinese competitor is doing an IPO in the coming days.
All of that could change the supply dynamics quite a bit.
Then it's about when does that price all the customers.
By the end of the day, you have a handful of hyperscalers paying for all these products.
If they do see demand weakening slightly and the supply going to come up quite massively, the bargaining chip going to go back from the memory producers to the payers.
And we could see prices start to fall from this point on.
There are quite a few moving parts in that demand equation.
How I see, I think demand is here to stay.
It's just a question of how fast it's going to grow.
The market expectation is no one really have a crystal ball of what's going to happen in the future.
But the narrative in the market is that demand is going to grow at an exceptional pace.
But I do see a couple of risks in there.
Showing 41–60 of 268 · page 3 of 14
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