#0成本拿2股SK海力士 Revenue is highly dependent on HBM supply-demand dynamics and memory chip price increase cycles: if AI capital expenditure slows down in the future and Samsung/Micron's HBM capacity is massively released to lower prices, revenue growth will decline, but in the short term (within 2026) orders are locked in, providing sufficient revenue resilience.

View Original
post-image
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pinned