09/28/2024, 06:55 PM UTC
HBM市场：扑朔迷离的复杂局面HBM Market: A Mysterious and Complex Scenario
➀ 韩国半导体行业今年表现良好，DRAM和NAND价格回升，HBM因AI需求强劲而供不应求。 ➁ 摩根士丹利预测半导体行业将出现衰退，预计DRAM价格将下降，HBM供应过剩。 ➂ SK海力士和美光对HBM市场持乐观态度，SK海力士预计今年HBM收入将增长300%以上，美光预计HBM将为其带来数十亿美元的收入。➀ The semiconductor industry in South Korea is experiencing a better year with rising DRAM and NAND prices and strong demand for HBM due to AI. ➁ Morgan Stanley predicts a downturn in the semiconductor industry, with DRAM prices expected to decline and HBM supply exceeding demand. ➂ SK Hynix and Micron remain optimistic about the HBM market, with SK Hynix planning to increase HBM revenue by over 300% this year and Micron expecting HBM to contribute billions to its revenue.
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