The Analysts

Call · @leoskie_l · #267 on the leaderboard

@leoskie_l

@leoskie_l · Mon, Aug 31

Leonard@Leoskie_L
HBM4 那片墊在最底下的邏輯晶片，報價已經是上面那疊記憶體顆的三到四倍。海力士長約鎖死售價，轉不出去，開始去問英特爾能不能做下一代。到 HBM3E 以前，這片墊海力士自己做。HBM4 開始，邏輯跟對外接口變重，才丟給台積電 12 奈米級。上面那疊還是海力士自己的
4d agoview on X ↗media on X

tweeted Mon, Aug 31 · counted from Tue, Sep 1 close

Read as

Long MU, Long SNDK, Long LRCX, Long AMAT, Long MKSI · Medium confidence

Confidence

Medium0.86

Counted from

Tue, Sep 1 · market close

Rank since this call

#303 → #267 · 3 scored days

#303

Sep 1

#318

Sep 2

#267

Sep 3

Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.

Active call · day 3 · counts fully until Sep 14 · fades out by Oct 12