三星电子:HBM3E芯片的供应增长快于需求。
news flash·2025-07-31 02:17
Core Insights - Samsung Electronics is experiencing a supply growth of HBM3E chips that is outpacing demand [1] Group 1 - The supply of HBM3E chips is increasing rapidly, indicating a potential oversupply situation in the market [1] - Demand for HBM3E chips is not keeping pace with the supply growth, which may impact pricing and market dynamics [1]