智通财经APP获悉，南方两倍做多三星电子(07747)涨超6%，截至发稿，涨6.15%，报83.86港元，成交额1.81亿港元。
消息面上，据市场媒体报道， 三星电子计划将HBM生产工艺中不可或缺的"玻璃载板"的外包清洗量，从今年每月2万片提升至明年每月5万片，增幅达2.5倍。行业人士据此判断，HBM4及HBM4E的实际产量明年将较今年至少翻倍。与此同时，三星HBM整体月均投片量预计将从今年约18万片扩大至明年约25万片，增幅近40%。
需要关注的是，三星此轮扩产对上游供应链形成明显拉动。玻璃载板外包清洗量将在两年内从每月1万片扩大至5万片，增幅达五倍，相关供应商的订单规模随之同步放大。从行业趋势看，HBM堆叠层数的持续增加——从早期的8层、12层向更高层数演进——使得晶圆减薄与支撑工艺在整个制造流程中的瓶颈效应愈发凸显。
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