EPISODE · Jul 1, 2026 · 38 MIN
064【HBM】｜（一）海力士：从周期弃子到AI咽喉
from AI每周谈
点击购买【存储产业全景图谱（个人版）】点击添加小助手了解闭门会相关信息播客用户也可以在微信搜索【四维逻辑】，关注后回复【闭门会】，即可添加小助手了解闭门会相关信息。SK海力士从现代电子起步，长期在存储周期中挣扎，2012年被SK收购后获得长期资本支持。AI时代，HBM让它从“存数据”的周期股，变成“喂算力”的关键瓶颈，但周期、扩产和竞争风险仍然没有消失。欢迎大家收藏我们在网易云音乐的通勤歌单：（在网易云直接搜“AI每周谈”也可以！）《风潮（AI每周谈片尾曲）无损版》点这里收藏【AI每周谈】通勤歌单点击收听瑰丽七股系列本节目及相关内容归 AI每周谈 所有。未经授权，不得转载、搬运或用于商业用途。本节目内容仅供信息分享与学习参考，不构成任何投资建议。© 2026 AI每周谈。保留所有权利。在小宇宙查看该单集文稿
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064【HBM】｜（一）海力士：从周期弃子到AI咽喉
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