文:刘奕司/陈宇哲/林致META推出新品,看好产业发展2025.04.21-2025.04.25核心观点本周核心观点与重点要闻回顾算力产业链:基础器件性能持续提升,看好行业发展。三星电子在4nm制程的HBM4内存逻辑芯片初步测试生产中取得了40%的良率,这一成绩远超行业通常的10%起点水平,并且优于此前同制程产品的不足20%的表现。同时4月24日,台积电在其举办的2025年北美技术论坛上曝光了下一...
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