
nbsp;按照这样的超高需求,正常的商业公司应该会大笔投资以新建产能满足市场需求,然而三大巨头对大幅增产没兴趣,或者说增产的主要方向不是常规内存,而是更高价的HBM等AI内存。 三星在韩国龙仁国家产业园计划投资2600亿美元建设6座晶圆厂,今年下半年开工,2031年投产,主要生产HBM、1b/1c nm工艺的内存。  
bligations are at par or exceed forex reserves, since taking debt and paying up is a continuous process. Hence, we maintain that net outflow on account of this will be small in proportion to forex," P
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