海力士刚开了电话会，_老虎社区_美港股上老虎

海力士刚开了电话会，说得直白：未来三年客户对HBM的需求远远超过我们能供的。DRAM和NAND供应增速都在掉，价格上行周期会比以前长得多。三星那边还掉链子了，下一代HBM量产推迟。对手拉胯，剩下几家更抢手。

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