Fabricated Knowledge· @fabknowledge · X·· 25 天前AI 评分34
AI 导读
啊哈，就是那帮预测 2025 年 HBM 会供应过剩的人？
AI 生成摘要 · 以原文为准
正文
Ahhh the guys who called for an HBM oversupply in 2025?
TrendForce explains why 4-Hi HBM isn’t enough. (Personally, I think memory makers wouldn’t produce 4-Hi HBM even if it were enough.) https://open.substack.com/pub/trendforceinsights/p/4hi-hbm-edge-ai-data-center?r=4k4uta&utm_medium=ios在 X 查看被引用的帖子
来源：Fabricated Knowledge · x.com