聚焦伯恩斯坦_韩国内存出口追踪器(5月):创纪录高月,HBM4爬坡现早期迹象(英)。Export for SK hynix also stayed robust. May export from N. Chungcheong & Icheon dropped by -9% from the high Apr base & was modestly down by -3% QoQ vs. a relatively strong Feb. Regression predicts 2Q26 HBM revenue to grow 25% QoQ, slightly behind our we forecast.
聚焦伯恩斯坦_韩国内存出口追踪器(5月):创纪录高月,HBM4爬坡现早期迹象(英)。Export for SK hynix also stayed robust. May export from N. Chungcheong & Icheon dropped by -9% from the high Apr base & was modestly down by -3% QoQ vs. a relatively strong Feb. Regression predicts 2Q26 HBM revenue to grow 25% QoQ, slightly behind our we forecast.
聚焦伯恩斯坦_韩国内存出口追踪器(5月):创纪录高月,HBM4爬坡现早期迹象(英)。Export for SK hynix also stayed robust. May export from N. Chungcheong & Icheon dropped by -9% from the high Apr base & was modestly down by -3% QoQ vs. a relatively strong Feb. Regression predicts 2Q26 HBM revenue to grow 25% QoQ, slightly behind our we forecast.
覆盖 2026 年,全文共 23 页。
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重点分析了出口、伯恩斯坦_韩国内存出口追踪器、5月等议题。