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19:51 · 10/23/26

🛠️ 闪迪看位密度，美光看库存，SK海力士看HBM进度——存储板块的逻辑并不相同。$SNDK：技术升级的关键，在于能否降低单位成本闪迪披露，BiCS10 QLC相较BiCS8的位密度

19:51 · 10/23/26·7.13K views·Posted on OKX Orbit

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