埃律西昂 发表于 2023-11-3 17:04

[简讯] AI等领域需求火爆,SK海力士高管表示明年的HBM3、HBM3E产能均已售完

本帖最后由 埃律西昂 于 2023-11-3 17:06 编辑

来源: SK海力士23Q3电话财报会议记录(Seeking Alpha整理)


Let me first respond to the question about whether we can continue our leadership in HBM3E market. Now this is one area where I can be quite confident, including both 3 and 3E, our capacity for next year has been sold out and we are still getting additional requests for additional demand.
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