傳 Broadcom 記憶體採購價已追平 NVIDIA，三星藉 HBM4 漲價鞏固議價主導權，NVIDIA 的量大折扣優勢縮水，毛利率預估將從 75% 降至 71% 至 72%，成本壓力持續升溫。 Broadcom 採購議價能力追上 NVIDIA ...
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