Post
151***5390
#SK海力士Q3财报在即，HBM4能否提振盈利？ 2. 竞争在上来，HBM不是永久垄断
三星持续追赶HBM，良率、份额逐步提升；未来1–2年随着三家大厂扩产，HBM会从“稀缺溢价”慢慢走向供需再平衡，2027年后HBM价格下行是最大中期风险，只是今年年底暂时还没到这个阶段
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$75,975.7+0.00%
ETH/USDTEthereum
$2,238.73+0.00%
SOL/USDTSolana
$89.4+0.00%
Today’s market buzz
1#USJobsBeatExpectations
2#TechStocksReboundWatch
3#BTCETHETFOutflows1.6B