HBM市场格局生变：三星份额超美光，SK海力士仍稳坐头把交椅

ITBEAR科技资讯2025-12-25

生成式人工智能的迅猛发展，为芯片行业开辟了全新的增长空间，存储芯片领域尤为显著。作为SK集团旗下的存储芯片制造商，SK海力士凭借高带宽存储器（HBM）的供应优势，在全球DRAM市场中占据主导地位。今年上半年，该公司连续两个季度超越三星电子，以全球最高的销售额登顶行业榜首，其HBM产品成为英伟达等科技巨头的重要合作伙伴。尽管三星电子在HBM这一高附加值领域的市场份额仍落后于SK海力士，但其增长势头...

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