三星HBM4放量提速!伯恩斯坦料Q3 HBM营收环比大增72% 存储景气度持续升温

智通财经
Sep 22
【三星HBM4放量提速!伯恩斯坦料Q3 HBM营收环比大增72% 存储景气度持续升温】智通财经APP获悉,伯恩斯坦最新发布的韩国存储芯片出口追踪报告显示,8月韩国高带宽内存(HBM)相关出口继续保持强劲增长,其中三星电子HBM4放量势头尤为突出。基于7月和8月出口数据进行回归分析,伯恩斯坦预计,三星第三季度HBM营收可能环比大增72%至约114亿美元,较该行此前预测高出约23%。

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