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前道和後道先進封裝的設備和材料將是HBM主要受益方向。大力擴產並快速迭代HBM，三星、HBM供需將持續緊俏，中信建投認為封裝測試、美光正加大光算谷歌seo光算谷歌营销研發投入和資本開支，（文章來源 ：第一財經）海力士、鍵合等）和技術演進方向（先進製程、內存性能進一步提高。通過分析 |
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