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1月以來已經漲25%的HBM之王SK海力士繼續繳出亮眼財報，2024 HBM銷售成長了4.5倍。並且預告2025年HBM營收將較2024年成長超過100%。來自ASIC客戶的需求預期將顯著增加，擴大公司的客戶基礎。隨著AI技術從訓練階段向推論階段發展，市場對高效能HBM的需求不減反增

24Q4海力士營收年增75%至19.77兆韓元，較上季成長12%，略低於市場預期的19.91兆，營業利潤年增2236%至8.08兆韓元創下歷史新高，優於預期的8.02兆。資本支出則大幅增加到7.2兆韓元來為後續需求做準備。

不過和美光說的類似，PC和智慧手機仍是相對疲軟。需求疲軟加上中國廠商進入DDR4市場正在打爛價格，海力士預計將大幅減少這類產品的營收佔比。但在貿易限制傢俱的狀況下。製程技術和品質仍和主要供應商有明顯差距。

更詳細的記憶體市場展望可以看這篇
https://vocus.cc/article/6791bfebfd89780001a02ba4

Patreon版本 https://www.patreon.com/posts/120594182?pr=true&forSale=true

IEObserve 國際經濟觀察
1月以來已經漲25%的HBM之王SK海力士繼續繳出亮眼財報，2024 HBM銷售成長了4.5倍。並且預告2025年HBM營收將較2024年成長超過100%。來自ASIC客戶的需求預期將顯著增加，擴大公司的客戶基礎。隨著AI技術從訓練階段向推論階段發展，市場對高效能HBM的需求不減反增

24Q4海力士營收年增75%至19.77兆韓元，較上季成長12%，略低於市場預期的19.91兆，營業利潤年增2236%至8.08兆韓元創下歷史新高，優於預期的8.02兆。資本支出則大幅增加到7.2兆韓元來為後續需求做準備。

不過和美光說的類似，PC和智慧手機仍是相對疲軟。需求疲軟加上中國廠商進入DDR4市場正在打爛價格，海力士預計將大幅減少這類產品的營收佔比。但在貿易限制傢俱的狀況下。製程技術和品質仍和主要供應商有明顯差距。

更詳細的記憶體市場展望可以看這篇
https://vocus.cc/article/6791bfebfd89780001a02ba4

Patreon版本 https://www.patreon.com/posts/120594182?pr=true&forSale=true
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Telegram, a cloud based instant messaging service has been an integral platform to communicate with individuals anywhere in the world, sending messages, sharing multimedia data, and files of any kind. However, Telegram provides a feature of scheduling messages for later which not a lot of people are aware of. Moreover, Telegram provides a feature that allows users to erase any messages which are sent or received during a one-on-one chat by both the users. There are a lot of hidden and undiscovered features offered by Telegram. Similarly, the messaging platform has launched a built-in translator that allows users to translate communications within the app in any language.

1月以來已經漲25%的HBM之王SK海力士繼續繳出亮眼財報，2024 HBM銷售成長了4.5倍。並且預告2025年HBM營收將較2024年成長超過100%。來自ASIC客戶的需求預期將顯著增加，擴大公司的客戶基礎。隨著AI技術從訓練階段向推論階段發展，市場對高效能HBM的需求不減反增

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