Unverified85% confidenceFactTime unknown
HBM芯片目前主要由SK海力士和三星供应，产能扩张速度远跟不上需求增长
1
Sources
85%
Confidence
Medium-term (~90 days)
Relevance
6/3/2026
First Seen
Valid until: 9/1/2026
Sources
互联网大厂AI资本开支集体扩张，算力基建产业链六大受益方向解析
bilibili刀锋财评
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