PERSON DIRECTORY
Herman Jin
Herman Jin appears in 1 indexed conversation across 168X. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
1 EPISODE1 SHOW
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Herman Jin：缺货利好追赶者，最看好光模块、长鑫与长江存储
Herman Jin认为，AI正让半导体首次直接形成生产力，而台积电自2023年以来未敢扩产，使产能至少落后三年。大缺货将把机会推向Intel、AMD、AOI、长鑫和长江存储，光模块受益于需求翻倍与800G向1.6T升级，但年底或明年初的IPO、现金流和就业共振回调仍需监测。