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139***1732
#SK海力士Q3财报在即,HBM4能否提振盈利?
HBM4二季度启动批量出货、三季度处于爬坡早期,主力客户是英伟达Rubin平台,但GPU平台调试延迟,Q3 HBM4出货量低于市场此前乐观预期,仍是小批量验证+小订单阶段,营收占比有限。提振盈利有限。
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