Industry sources say Samsung plans to raise outsourced glass-carrier cleaning throughput for its HBM process to 50,000 pieces/month next year from 20,000/month this year and 10,000/month last year. Glass carriers are temporary, reusable supports mounted beneath DRAM wafers to prevent warping or cracking during etch and drilling; actual carrier use depends on feed methods and process yield. A 2.5x rise versus this year suggests Samsung's HBM4-series output could at least double next year. Samsung

2026-09-21

Industry sources say Samsung plans to raise outsourced glass-carrier cleaning throughput for its HBM process to 50,000 pieces/month next year from 20,000/month this year and 10,000/month last year. Glass carriers are temporary, reusable supports mounted beneath DRAM wafers to prevent warping or cracking during etch and drilling; actual carrier use depends on feed methods and process yield. A 2.5x rise versus this year suggests Samsung's HBM4-series output could at least double next year. Samsung is preparing to expand capacity for HBM4 and HBM4E, both using 12+-layer high-stack architectures.

其他消息
2026-09-21

9月18日A股低于3%换手率股票略微降至71.55%,高于5%换手率股票占比从两年低点略微回升至14.93%,但仍保持在阈值水平下方;整体来看,换手率暂时止跌,但能否打破7月以来震荡下行趋势仍有待观察。 -------- 注:1、当换手率低于3%的股票占比上升接近中长期的高位,尤其是接近历史高位附近(图中虚线,图为反转走势)时,意味着市场很有可能遇到一个阶段低点,容易产生反转或反弹。 2、当高换手率高于5%的股票占市场总数比例保持在阈值(图中虚线)上方,市场才会出现强的赚钱效应,使得行情具有持续性。牛市的时候,该指标会持续保持在阈值上方,市场迎来普涨行情;而熊市的时候,该指标大多时候在阈值下方,偶尔超过阈值反而要小心冲高回落的风险。

2026-09-21

港股半导体板块冲高回落,天数智芯(09903.HK)跌超8%,康特隆(01912.HK)跌超5%,兆易创新(03986.HK)、中芯国际(00981.HK)均回落转跌。