定制化HBM可能是解决内存市场供过于求疑虑的新解决方案。郭鲁正指出，随着公司超越HBM4，定制化需求将增加，成为全球趋势，并转向以合约为基础的性质，逐渐降低供过于求的风险。SK海力士也将开发符合客户需求的技术。

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