SK海力士预计8层HBM3E的出货量将高于预期。这得益于近期美国解除了H20对中国市场的出口限制。H20最初采用HBM3,但从今年开始,将主要使用SK海力士的8层HBM3E。SK海力士将从第三季度开始供应英伟达,考虑到需求增加,正在重新评估材料和零件订单,扩大HBM的产量。据透露,SK海力士正在讨论扩大8层HBM3E产能计划,规模将超出预期。英伟达向SK海力士和美光请求追加8层HBM3E供应。SK...
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