传三星与英伟达及博通谈判，或2026H1推出定制HBM4

砍柴网2025-05-06

近期有报道称，谷歌正在将HBM3E订单从三星转移出去，因为工艺无法达到行业标准。与此同时，三星还在为HBM3E获得英伟达认证而努力，希望6月能完成相关的工作。此外，三星还打算停产HBM2E，将资源转向HBM3E和HBM4。据TrendForce报道，三星正在与多个客户密切合作，开发定制HBM4和HBM4E解决方案，其中包括了英伟达、博通和谷歌等科技巨头。其中HBM4产品最快在2025年下半年量产，...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025050613445894ed96a2&s=b><strong>砍柴网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期有报道称，谷歌正在将HBM3E订单从三星转移出去，因为工艺无法达到行业标准。与此同时，三星还在为HBM3E获得英伟达认证而努力，希望6月能完成相关的工作。此外，三星还打算停产HBM2E，将资源转向HBM3E和HBM4。据TrendForce报道，三星正在与多个客户密切合作，开发定制HBM4和HBM4E解决方案，其中包括了英伟达、博通和谷歌等科技巨头。其中HBM4产品最快在2025年下半年量产，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025050613445894ed96a2&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1839511570.USD","symbol_name":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) 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17%，至19.1万亿韩元。由于市场对高价值芯片的需求疲软和美国出口政策的限制，让三星的HBM销售受到了打击，急切通过12层HBM3E弥补缺口。三星称，已经向客户交付经过重新设计的HBM3E样品，预计从2025年第二季度开始会有更多的买家下单。【来源：超能网】","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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