{"id": "serenity", "name": "Serenity", "kind": "person", "bio": "盯 AI 基建里的硬瓶颈：存储、光模块、被动元件，也看机器人。几乎每天有更新。", "updated_at": "2026-10-15", "source": "Hourahead /p/serenity", "claims": [], "threads": [{"object": "hbm", "title": "HBM", "headline": "Serenity 称 KeyBanc 渠道调查显示 Google 洽谈将内存 LTA 延长至 2035 年，三星 2031 年前 70% 产能已分配，HBM 价格 2027Q1 预计涨 80%–100%", "published_at": "2026-10-15T20:00:10.000Z", "source_url": "https://x.com/aleabitoreddit/status/2110823066595131768", "role": "转述"}, {"object": "cowos", "title": "先进封装", "headline": "Serenity 转述 TSMC 财报会：管理层称 AI 加速器收入增速或超此前 50%+ CAGR 至 2029，需求仍超供给（CoWoS）（HBM）", "published_at": "2026-10-15T08:14:53.000Z", "source_url": "https://x.com/aleabitoreddit/status/2110645575469461611", "role": "转述"}, {"object": "sk_hynix", "title": "SK 海力士", "headline": "Serenity 猜测 Elon 近期抨击内存是因为 SK hynix 和三星涨价过猛", "published_at": "2026-10-13T23:11:48.000Z", "source_url": "https://x.com/aleabitoreddit/status/2110146513766900019", "role": "独立研究者"}]}