They have to explain whether it is based upon the demand of quantity or the upward pricing curve.
if It is primarily driven by price increase, here is a problem---Although HBM price is still very strong, the slop starts to flatening. Even without the flatening of slop of price curve, it still has some question to answer, is higher price destructive to demand? And remember , mu just announce a massive capex.
Let's see what the mangement will say in the call.
