推特用户@jukan05表示，半导体设备可能严重稀缺，tera-fab项目比预期更认真；英特尔需扩大产能并承接台积电客户，三星已获多个客户，台积电可能在Q3上调资本开支。SK海力士在HBM4上表现优于三星，HBM价格重谈不顺利，超大规模客户不愿重新谈判。
Things I’ve looked into recently:
I’m increasingly convinced that semiconductor equipment could become seriously scarce going forward. Based on channel checks, the “tera-fab” project appears to be much more serious than expected. Intel needs to absorb foundry customers from TSMC while also expanding capacity for its own CPUs. Samsung also seems to have recently secured multiple customers. And TSMC may raise its capex guidance in Q3 this year.
SK hynix appears to be performing better than Samsung in HBM4.
HBM price renegotiations do not seem to be going smoothly. Hyperscalers appear very reluctant to renegotiate the prices under the long-term agreements they signed last year.
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