SK海力士在最新财报电话会议上释放明确信号：存储器市场供应紧张局面将持续，公司正全力扩产高端产品但仍无法完全满足客户需求，这一供需格局预计在今年下半年仍将延续。 SK海力士表示，第四季度DRAM库存同比大幅下降，产出后立即向客户发货，几乎没有库存积累空间。公司预计随着时间推进至今年下半年，DRAM库存将进一步缩减，客户供应紧张状况可能持续一段时间。 在高带宽内存(HBM)业务方面，SK海力士透露，...
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海力士电话会：DRAM供应紧张或延续至下半年，HBM4已全力扩产但仍难满足客户需求
华尔街见闻01-29
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