【产业信息速递】定制HBM，大战打响

北京半导体行业...2025-06-27

（信息来源：kedglobal）SK海力士公司已将英伟达、微软和博通列为其定制化高带宽存储器 (HBM) 的主要客户，这使得这家韩国芯片制造商在定制化和通用型人工智能存储器市场占据领先地位。据业内人士周四透露，SK海力士近期已开始根据客户的具体要求设计定制化的HBM。该公司根据其最大客户英伟达的交付时间表来选择客户。一位半导体行业人士表示：“鉴于SK海力士的产能以及大型科技公司推出人工智能服务的...

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请求，这七大巨头包括苹果、微软、谷歌、亚马逊、Nvidia、Meta 和特斯拉。消息人士称，三星首款定制化 HBM（预计将是 HBM4E 的第七代）很可能在明年下半年推出。目前，第五代 HBM3E 是量产中最先进的 AI 芯片，预计很快将过渡到第六代 HBM4。据业内人士透露，三星正在与博通和 AMD 就供应定制化 HBM4 进行深入谈判，HBM4 的代号比 HBM4E 晚一代。在 4 月份的财报电话会议上，这家全球最大的内存芯片制造商预计最早可能在 2026 年上半年开始向客户供应 HBM4。三星在 HBM 竞争中落后于同城竞争对手 SK 海力士，未能与英伟达达成其先进内存芯片的供应协议。SK海力士凭借英伟达、微软和博通的定制AI芯片订单，也有望引领定制化HBM市场。根据TrendForce和彭博行业研究的数据，该市场规模预计将从2024年的182亿美元增至2033年的1300亿美元。定制化HBM旨在满足不同客户的特定需求。随着大型科技公司逐渐放弃通用内存，转而优化其AI服务的性能，定制化HBM的需求日益增长。台积电 (TSMC) 将为SK海力士的定制化HBM生产逻辑芯片。逻辑芯片在HBM中扮演着“大脑”的角色。在HBM3E之前，SK海力士一直在内部生产逻辑芯片。但从HBM4开始，由于这种先进的芯片需要超精细的制程技术，SK海力士开始转向台积电。今年年初，SK海力士成为全球首家向英伟达交付HBM4样品的芯片制造商。业内观察人士预计，SK海力士将于今年下半年开始量产HBM4。据台湾TrendForce的数据，SK海力士占据全球HBM市场的半壁江山，紧随其后的是三星和美光科技，市场份额分别为30%和20%。为了提高HBM的产量，SK海力士计划投资20万亿韩元（约合145亿美元），将其位于韩国忠清北道清州市的M15X工厂（原计划用于生产NAND闪存）改造成先进的DRAM和HBM生产基地。随着SK海力士持续强劲上涨，韩国市值第一和第二大上市公司三星电子和SK海力士之间的市值差距已大幅缩小。截至6月18日，SK海力士的市值达到179.45万亿韩元（约合1300亿美元），超过了三星电子353.99万亿韩元（约合2561亿美元）的一半。去年7月10日，三星电子市值创下524.15万亿韩元（约合3791亿美元）的历史新高，而SK海力士的估值仅为173.99万亿韩元，约为三星的三分之一。然而，今年以来，三星电子股价上涨了12.4%，而SK海力士则飙升了41.8%，大幅缩小了两者之间的差距。外国投资者在推动SK海力士近期股价飙升方面发挥了关键作用。这家芯片制造商今年在韩国交易所外资净买入最高的股票中排名第一，净流入资金总额达1.63万亿韩元，是排名第二的韩华航空航天公司（7028亿韩元）的两倍多。市场分析师将这一增长势头归功于SK海力士在高带宽存储器（HBM）领域的领先地位，而高带宽存储器是人工智能时代的关键技术。自去年以来，SK海力士已成为人工智能热潮前沿的美国芯片制造商英伟达事实上的HBM独家供应商。信永证券分析师朴相旭表示：“尽管下半年半导体行业的不确定性仍然很高，但市场对 SK 海力士的 HBM 表现充满信心。”6月18日，大信证券将SK海力士的目标价从28万韩元上调至30万韩元。分析师柳亨根表示：“我们预计第二季度的盈利将再次超出预期。”他还补充道：“我认为这场盛宴还没有结束。”","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","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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