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來源:華爾街見聞 作者:趙穎. 大摩預計,到2025年,HBM的供應不足率爲-11%,整個DRAM市場的供應不足率爲-23%。. 特別是HBM的需求量將大幅增加,可能佔總DRAM供應的30%以上。. 人工智能需求推動,疊加過去兩年資本支出不足,內存市場正迎來前所未有的“超級週期 ...