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09-22

【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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