Goldman Sachs Sell-side卖方

South Korea Technology Korea WFE Substrate CCL Chip testing HBM Supply Chain Check reinforces our positive view on Samsung E...

Aug 23, 202625 pages页

From the report报告摘录HBM TAM Growth Catalyst: HBM total addressable market growth at 67% and 108% YoY drives robust demand for Samsung, SK Hynix, and SEMCO, with expanding order backlogs across WFE, substrate/CCL, and chip testing sectors.

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