港股概念追踪 |高盛谈HBM四年十倍的市场半导体封装设备受关注（附概念股）

智通财经03-27

据媒体援引知情人士透露的消息报道称，来自韩国的存储芯片巨头SK海力士(SK Hynix)计划投资大约40亿美元，在美国印第安纳州西拉斐特(West Lafayette)新建大型的先进芯片封装工厂，力争扩张HBM存储产能以满足英伟达庞大需求。知情人士表示，该大型先进封装工厂可能于2028年开始运营。SK海力士为英伟达(NVDA.US)高性能AI GPU——H100 HBM存储系统的独家供应商，此外，...

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港股概念追踪 |高盛谈HBM四年十倍的市场 半导体封装设备受关注（附概念股）

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港股概念追踪 |高盛谈HBM四年十倍的市场半导体封装设备受关注（附概念股）