HBM 是否过剩，不取决于存储厂商造了多少，而取决于台积电能封装多少，以及三星等厂商能否突破高层数堆叠的良率瓶颈。

来源: wavegreen 于 2026-04-14 22:19:00 [博客] [旧帖] [给我悄悄话] 本文已被阅读：次

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