芯片巨头宣布，2026年不再接单

芯报告2025-11-01

SK海力士宣布，DRAM、NAND和HBM的产能已全部预订到2026年。这一里程碑在很大程度上是由来自英伟达的大订单推动的。这家全球市值最大的公司使用SK海力士的HBM，为人工智能处理器提供动力，包括H100和B200型号。SK海力士在第三季度利润达到80亿美元，同比增长62%。收入也增长了39%。大部分增长来自于英伟达为数据中心GPU所购买的HBM3E芯片的销售。因此，它们的市值增长超过了...

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