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Akhanda 2 Release Crisis: Balakrishna to Cut Down His Remuneration?_我的网站
一 | 8月25日消息，内存行业如今主要垄断在三星、海力士及美光三巨头手中，唯一可能打破这个局面的只有中国的长鑫科技，Q1市场份额做到了第四。 长鑫相比三巨头的劣势有不少，产能提升尤其要面临美国欧洲日本等国家的禁运政策限制，但背靠国产设备也在快速增加产能，三星等公司不可能不担忧长鑫的产能扩张。 逛X的时候发现了一个自称为AI行业分析师的网友发帖，援引了高盛的一篇报告对中国内存公司表示了不看好的观点，说CXMT的产能已经达到了硬性上限，预计今年的产能也只能达到去年底大约24万片/月的规模。 内文比较长，感兴趣的可以看看，他也认为美国封锁半导体设备的政策是有效的，尤其是用于10nm以下的EUV工艺的禁令限制了CXMT增产的能力。 The release of Akhanda 2, starring Balakrishna, which was supposed to release on December 5, 2025 has been postponed indefinitely. On Wednesday, The Madras High Court passed injunction orders against the film producers over an earlier financial arbitral. While the efforts for a smooth release of Akhanda 2 are currently on, fans and film trade are hoping that the issue would be resolved amicably soon facilitating a smooth release. Amid crisis, we have learnt that Balakrishna has reportedly stepped in to ease out the burden on the filmmakers. Balakrishna, Boyapati cut down remunerations? According to sources, Balakrishna is doing his bit to help and bail out the producers of Akhanda 2. He had reportedly agreed to forgo 25 percent of his remuneration. Not just Balayya, but the film’s director Boyapati Srinu had also agreed for a pay cut in his fee to bring down the load. The damage for the film has already been done – trade pundits predict that Akhanda 2 may have lost significant revenue (approximately Rs 10 cr) from its Thursday premieres, had they been screened. Adding to the existing woes, slotting another good release date and holding good theatres overseas is another task. While Akhanda 2 team exudes confidence that the film will strike a chord with the audiences whenever it releases, we have to wait and see as to when the issue would be resolved. Producer Suresh Babu reacts… Suresh Babu shared his opinion when asked to comment about the present Akhanda 2 release crises. The veteran producer is presenting an upcoming Telugu film. As part of the film’s press conference, he was asked to comment about the Akhanda 2 turmoil. He expressed confidence that the issue would be resolved soon. “Those (legal and financial issues of Akhanda 2) are all financial matters and should not be discussed in the open. Unfortunately, the business aspect (of a film) is going too much to the streets. Why are we getting into all those details, audiences have to watch a film, that’s it, said Suresh Babu recalling that financial issues do exist.Also Read: Explained: Here’s Why Court Halted The Release of Balakrishna’s Film Akhanda 2。
二 | 看高盛的研究数据，里面也没有说中国内存公司产能就没法增长的结果，反而是2024到2028年产能还在提升，2028年预估产能差不多是24年的4-5倍，比2025年也要翻倍还多，CAGR复合增长速度是还是显著高于三星等公司的。 这哥们对中国内存行业的看衰不知道哪里来，不过看了他的头像就明白了，这显然是南亚次大陆某个国家出来的高材生，能随便从一个报告中解读出中国内存行业不行的角度也不让人意外了。 不过公平地说，他做出负面的解读也不一定是国籍因素，这哥们说是个AI行业研究分析师，但明显是个炒股的，任职的单位更是炒币为主，他今年6月份才加入X网站，但已经发了1400多条帖子，非常高产。 只不过他发的贴子除了各种噱头之外，主要就是推介他们在炒股炒币上多成功，几乎每个两三条帖子就发一次他们提前发现了某个股票大涨的宣传。 另外这哥们虽然动不动就是看衰中国某个领域的发展，但他显然还是很关注国内产业发展的，发的贴子中不少素材明显是来自国内的研究，这倒是也非常符合那个大陆地区的人的刻板印象。
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