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\nNH Investment & Securities\u8cc7\u6df1\u5206\u6790\u5e2bRyu Young-ho\u8868\u793a\uff0c\u5728SK\u6d77\u529b\u58eb\u5b8c\u6210\u5728\u7f8e\u570b\u7684\u4e0a\u5e02\u5f8c\uff0c\u6295\u8cc7\u4eba\u5c07\u7372\u5229\u843d\u888b\u3002\u6b64\u5916\uff0c\u6295\u8cc7\u4eba\u5728SK\u6d77\u529b\u58eb\u516c\u5e03\u7b2c\u4e8c\u5b63\u8ca1\u5831\u524d\u8f49\u8da8\u8b39\u614e\uff0c\u4e5f\u5f71\u97ff\u5e02\u5834\u6c23\u6c1b\u3002\u6295\u8cc7\u4eba\u539f\u672c\u9810\u671fSK\u6d77\u529b\u58eb\u7684HBM4\u6676\u7247\u51fa\u8ca8\u6703\u5f9e\u7b2c\u4e8c\u5b63\u958b\u59cb\u64f4\u5927\uff0c\u4f46\u9019\u4f3c\u4e4e\u6c92\u6709\u660e\u986f\u5be6\u73fe\u3002<\/p>\n\n\n

\nRyu\u8868\u793a\uff0c\u6295\u8cc7\u4eba\u5df2\u7d93\u964d\u4f4e\u5c0dSK\u6d77\u529b\u58eb\u7684\u7372\u5229\u9810\u6e2c\uff0c\u56e0\u70ba\u8fd1\u671f\u50b3\u7d71DRAM\u6676\u7247\u50f9\u683c\u4e0a\u6f32\u7d66\u8a72\u516c\u53f8\u5e36\u4f86\u7684\u52a9\u76ca\u8f03\u5c0f\u3002\u76f8\u8f03\u65bc\u696d\u52d9\u8f03\u70ba\u591a\u5143\u7684\u5c0d\u624b\u4e09\u661f\u96fb\u5b50\uff0cSK\u6d77\u529b\u58eb\u5728HBM\u5e02\u5834\u7684\u696d\u52d9\u4f54\u6bd4\u504f\u91cd\u3002<\/p>\n\n\n

\n\u6839\u64daCounterpoint Research\u7684\u6578\u64da\uff0c\u4eca\u5e74\u7b2c\u4e00\u5b63\uff0cSK\u6d77\u529b\u58eb\u7684HBM\u5e02\u5360\u7387\uff08\u4ee5\u71df\u6536\u8a08\uff09\u9ad8\u905458%\uff0c\u7a69\u5ea7\u9f8d\u982d\u5730\u4f4d\uff0c\u9818\u5148\u5c0d\u624b\u4e09\u661f\u8207\u7f8e\u5149\u7684\u5404\u4f54\u7d0421%\u3002<\/p>\n\n\n

\n<\/p>\n\n\n

\n2026\/07\/13 10:46<\/p>\n\n\n

\n\u8f49\u8f09\u81ea\u4e2d\u6642\u65b0\u805e\u7db2: https:\/\/www.chinatimes.com\/realtimenews\/20260713001668-260410<\/p>\n\n<\/div>\n\n\n

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