HBM市场格局或生变？英伟达Rubin出货预期渐浓存储巨头上演“你追我赶”

智通财经网2025-12-27

在HBM3E价格依旧节节攀升之际，存储龙头们已围绕HBM4展开了新一轮的市场份额之争。据TheElec报道，SK海力士将其位于清州的M15X工厂的量产计划提前了四个月，将于明年2月开始量产用于HBM4的1b DRAM晶圆。产能方面，该工厂初期规划约为1万片，预计到明年底将提升至数万片。相关人士透露：“设备投入和安装工作正在进行，计划已进行调整，以实现更快、更大规模的量产。”值得一提的是，M15X...

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Nvidia Rubin shipment expectations are getting stronger, and the storage giant staged \"you chase me\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SNVD.UK":0.6,"NVIW.SI":0.6,"NVDD":0.6,"NVD":0.6,"NVDU":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDS.UK":0.6,"NVDA":1.96,"2NVD.UK":0.6,"NVDY":0.6,"NVDS":0.6,"3NVD.UK":0.6},"content_text":"在HBM3E价格依旧节节攀升之际，存储龙头们已围绕HBM4展开了新一轮的市场份额之争。据TheElec报道，SK海力士将其位于清州的M15X工厂的量产计划提前了四个月，将于明年2月开始量产用于HBM4的1b  DRAM晶圆。产能方面，该工厂初期规划约为1万片，预计到明年底将提升至数万片。相关人士透露：“设备投入和安装工作正在进行，计划已进行调整，以实现更快、更大规模的量产。”值得一提的是，M15X又被称作“HBM4专用工厂”，业内人士认为，此次加速生产表明了SK海力士对HBM4供应的信心。截至目前，SK海力士已完成M15X早期投产的技术准备工作，其中就包括完成1b  HBM4工艺的认证，其采用改进型电路的HBM4晶圆将于本月底完成晶圆制造，并于明年1月初向英伟达交付其下一代12层HBM4内存的最终样品。与此同时，英伟达搭载HBM4的Vera Rubin 200平台出货预期愈发明确。市场预测显示，伟达GB300  AI服务器机柜明年出货量有望达到5.5万台，同比增长129%。Vera Rubin  200平台预计将于明年第四季度开始出货，部分厂商订单能见度已远至2027年。三巨头竞逐HBM4份额时至今日，SK海力士在全球HBM市场仍占据龙头地位。市场调研机构Counterpoint  Research数据显示，今年第三季度，SK海力士全球HBM营收市占率达57%，虽有下滑但仍好于去年同期。与之相比，三星与美光的市占率则分别为22%和21%。然而，未来上述格局或将被撼动。据韩国《每日经济新闻》日前消息，英伟达相关团队访问了三星，通报了 HBM4  系统级封装（SiP）的测试进展。会议透露，在运行速度与功耗效率两项核心指标上，三星的产品在所有内存厂商中取得了最佳表现。基于其优异表现，英伟达也为三星HBM4的供应亮起了绿灯。据悉，英伟达要求的明年三星HBM4供应量大大超过了其内部预测值。  预计这将对三星业绩的改善起到显著作用。三星内部人士表示：“与上次的HBM3E不同,我们在HBM4开发上处于领先地位。”据报道，三星考虑到其平泽P4生产线的增设速度和生产能力等,将于明年第一季度正式签订供应合同。 预计将从第二季度开始正式供应。除此之外，美光也参与到HBM4的竞争之中。最新财报显示，其HBM4将在2026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。华泰证券指出，2026年全球三大存储企业的资本开支或将集中在HBM/DRAM上。根据TrendForce预测，2026年DRAM位增长率或将达到26%。存储超级周期有望成为2026年半导体行业重要主线，但呈现结构性分化特征，Batch  ALD设备、测试设备及封装加工设备的市场需求有望明显增长。本文转载自“财联社”，智通财经编辑：王秋佳。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.38.0","shortVersion":"4.38.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2594262243","isCrawlerRequest":true}

HBM市场格局或生变？英伟达Rubin出货预期渐浓 存储巨头上演“你追我赶”

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HBM市场格局或生变？英伟达Rubin出货预期渐浓存储巨头上演“你追我赶”