英伟达测试最高分，三星HBM4有望明年一季度签约

半导体产业纵横2025-12-22

公众号记得加星标⭐️，第一时间推送不会错过。本文由半导体产业纵横（ID：ICVIEWS）综合业内预计双方有望在明年一季度正式签署供货协议，并于二季度启动规模化交付。据业内消息人士透露，三星电子下一代高带宽内存HBM4，在英伟达计划于明年推出的新一代人工智能加速器相关测试中，斩获了最高评价分数。据悉，英伟达团队已到访三星电子，对HBM4 的系统级封装（SiP）测试进展情况进行核验。在此次评测中，三星...

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的系统级封装（SiP）测试进展情况进行核验。在此次评测中，三星在运行速度与能效表现两项核心指标上，均位列一众内存厂商之首。这一测试结果让外界对三星顺利通过英伟达 HBM4 产品质量认证、并于明年上半年正式启供抱有更高期待。有消息称，英伟达对三星HBM4的采购需求量，远超三星内部此前的预期规模，这或将为三星带来可观的业绩提振。综合三星平泽P4生产线的扩产规划与产能情况，业内人士预计，双方有望在明年一季度正式签署供货协议，并于二季度启动规模化交付。对于与英伟达测试流程相关的事宜，三星方面拒绝作出官方回应。不过业内人士指出，“与HBM3E 研发阶段不同，三星内部研发团队普遍认为，公司在HBM4领域已取得先发优势。”而SK海力士方面，已于 9 月底完成 HBM4 量产准备工作，进度较三星领先约三个月。SK海力士已向英伟达交付付费样品，实质进入试产阶段。近日有报道称，SK海力士原计划于2026年2月左右开始量产HBM4，并从第二季度末开始大幅提升HBM4产能。但近期上述计划有所调整。SK海力士HBM4的量产已推迟至明年3月或4月，HBM4产能大幅扩张的时间也进行了灵活调整。此外，HBM4量产所需材料和零部件的采购速度也较以往有所放缓。相较于 HBM3E 商业化进程中双方近一年的差距，三星电子与SK海力士在 HBM4 领域的进度差距已大幅缩小。随着HBM4规模化量产预计于明年二季度落地，加之三星在SiP测试中取得优异成绩，其产品供货量或将进一步提升。SiP（系统级封装） 是一种将多枚半导体芯片集成至单一封装内的先进封装技术。具体到 HBM4 产品，该技术需将图形处理器、内存芯片、中介层以及电源管理芯片等核心组件整合为一个封装体，因此SiP 测试也成为产品走向规模化量产的最后一道关键关卡。而美光方面，其最新财报中指出，其HBM4将在2026日历年第二财季按计划量产并实现高良率产能爬坡。HBM4在基础逻辑芯片和DRAM核心芯片上采用先进的CMOS和先进金属化工艺技术，这些芯片均由美光自主设计与制造。在财报会议上，美光高管透露，公司2026年（日历年）全年高带宽内存（HBM）的供应量已就价格和数量与客户达成协议，全部售罄；并且，公司还预计HBM总潜在市场（TAM）将在2028年将达到1000亿美元（2025年为350亿美元），较此前指引提前两年。*声明：本文系原作者创作。文章内容系其个人观点，我方转载仅为分享与讨论，不代表我方赞成或认同，如有异议，请联系后台。《2025 AI PC 产业研究报告》重磅发布为帮助PC领域硬件层、软件层、模型层及终端层各类玩家更清晰地了解AI PC行业的发展现状及未来发展趋势，半导体产业纵横重磅发布《2025 AI PC产业研究报告》。报告主要围绕AI PC行业宏观环境、AI PC产业链、AI PC最终用户调研分析、AI PC产品评测以及AI PC未来发展趋势进行分析。AI PC最终用户调研覆盖了北京、上海及深圳等中国一线城市，共收集终端用户及门店销售人员有效样本数量千余份。调研内容涵盖用户基本信息、AI PC认知度、产品功能偏好及行业未来发展趋势判断等多个方面。AI PC产品评测针对联想ThinkPad X9 14（Intel）以及联想小新Pro16c AKP10(AMD)两大设备进行AI PC评测分析，评测维度包括同模型不同量化大小对比、同模型不同参数规模模型对比、同机器不同推理设备对比。报告获取：1.报告售价：纸质版599元/本2.购买方式：扫码填表购买3.报告咨询：微信号icviews2或者Joy8432211报告目录：","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":"productRelease","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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