TSM Return Rate$XL2CSOPHYNIX(07709.HK)Memory is not just a hype, but a real demand. It takes 16 low-temperature layers to stack one HBM and still needs drilling. The yield rate is really too low, less than half. SK Hynix has 60% market share, and its performance must be good. Seeing late is not as good as seeing accurately. Optimistic about the next 3 years, not investment advice.
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