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刚刚！
#SK海力士Q3财报在即，HBM4能否提振盈利？
《SK海力士财报 订单早排到明年》
这两天芯片圈全在盯SK海力士的第三季度财报。大家最关心的不是过去赚了多少，而是下一代HBM4到底能不能把净利润再往上推一把。
英伟达这些算力大厂的长协订单早就排满了，甚至把后年的产能都给预定掉。不过台积电定制底座的代工分工一加进来，先期研发开支跟着往上蹿。
这回财报一亮，实际落地的净利润率才是见真章的时刻。 $BTC
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