3 апреля 2026, 16:28Экономические новости
除产能调配外，产能扩张周期也相当漫长。新建晶圆厂通常需要18至24个月方能投产，而HBM采用的复杂3D堆叠工艺，其当前生产良率仅维持在60%至70%，短期内难以实现产量骤增。
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