HBM4 프리미엄은 얼마? 내년 반도체 이익률이 달렸다!!
[제435회] HBM4 프리미엄은 얼마? 내년 반도체 이익률이 달렸다!!00:00 오프닝
00:57 HBM 시장 주도권, 가격 협상 통해 재편될까?
06:09 HBM 수요, 당초 예상보다 '훨씬 더 강한 상황'
08:47 HBM 공급 측면 분석 SK하이닉스 '과점' 지위 확고?
[HSL Parteners 이형수 대표]
#IT의신 #HBM4 #엔비디아 #SK하이닉스 #마이크론 #삼성전자 Receive SMS online on sms24.me
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