三星对AI投资者吸引力仍显不足英伟达能否助其领先HBM芯片市场引质疑

环球市场播报03-22

英伟达的意外背书可能令一些投资者对三星电子在人工智能（AI）竞赛中的赶超前景兴奋不已，但也有一些人仍对此有质疑。　　三星的主要竞争对手SK海力士已是英伟达的供应商，向后者提供了最新版的高带宽存储器HBM3E。黄仁勋似乎暗示英伟达也将从三星购买一些HBM芯片，但SK海力士通过提供前几代技术已经取得了巨大进步。　　德银资产管理公司的基金经理Yoon Joonwon称，三星电子确实比过去更具吸引力了...

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三星对AI投资者吸引力仍显不足 英伟达能否助其领先HBM芯片市场引质疑

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三星对AI投资者吸引力仍显不足英伟达能否助其领先HBM芯片市场引质疑