高盛谈HBM四年十倍的市场，半导体材料盘中走强

每日经济新闻03-28

3月28日，三大股指翻红，沪指再回3000点，或受益韩国半导体板块回暖，A股半导体产业链开启反弹。截至10:47，半导体材料ETF（562590）涨0.80%，权重股雅克科技涨近4%。高盛发布研报称，由于更强的生成式人工智能（Gen AI）需求推动了更高的AI服务器出货量和每个GPU中更高的高带宽内存（HBM）密度，该行大幅提高了HBM总市场规模预估，现在预计市场规模将从2022年到2026年前...

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