
Post
laji oe
#SK海力士Q3财报在即,HBM4能否提振盈利? Q3高盈利可以确定,但这是HBM3E+DRAM涨价带来的红利;HBM4本季度还没有真正接力成为业绩主力。HBM4能否兑现预期,要看Q4财报的出货数据以及英伟达Rubin芯片交付进度,同时三星的追赶是最大的变量。
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