都想供货给NVIDIA！SK海力士、三星和美光加速16层堆叠HBM

快科技2025-12-29

快科技12月29日消息，存储三巨头SK海力士、三星和美光，正加速开发16-Hi HBM内存芯片，目标是在2026年第四季度向NVIDIA供货。据悉，NVIDIA已向供应商提出需求，希望在2026年第四季度正式交付16-Hi HBM芯片，用于其顶级AI加速器。一位行业人士表示：“继12-Hi HBM4之后，英伟达又提出了16-Hi的供货需求，因此我们正在制定非常快速的开发时间表。性能评估最早可能在...

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SK Hynix, Samsung and Micron Accelerate 16-Layer Stacked HBM","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVD2.UK":0.6,"NVDA":1.93,"NVDS.UK":0.6,"MU":1.9,"3NVD.UK":0.6,"NVDS":0.6,"2NVD.UK":0.6,"NVDY":0.6,"NVD3.UK":0.6,"SNVD.UK":0.6,"NVDU":0.6,"NVD":0.6,"NVIW.SI":0.6,"NVDD":0.6},"content_text":"快科技12月29日消息，存储三巨头SK海力士、三星和美光，正加速开发16-Hi HBM内存芯片，目标是在2026年第四季度向NVIDIA供货。据悉，NVIDIA已向供应商提出需求，希望在2026年第四季度正式交付16-Hi HBM芯片，用于其顶级AI加速器。一位行业人士表示：“继12-Hi HBM4之后，英伟达又提出了16-Hi的供货需求，因此我们正在制定非常快速的开发时间表。性能评估最早可能在明年第三季度之前开始。”16-Hi HBM技术尚未实现商业化，其开发面临诸多技术难题，尤其是随着堆叠层数的增加，DRAM堆叠的复杂性呈指数级上升。根据JEDEC标准，HBM4的总厚度限制在775µm，要在这一有限空间内塞进16层DRAM芯片，意味着晶圆厚度必须从目前的50µm压缩至30µm左右，而如此薄的晶圆在加工中极易损坏。此外，粘合工艺也是竞争焦点，目前三星与美光主要采用 TC-NCF技术，而SK海力士则坚持MR-MUF工艺。为了增加堆叠层数，粘合材料的厚度必须缩减到10µm以下，如何在极致轻薄化后依然能有效散热，是三家企业必须跨越的“大山”。16-Hi被视为半导体行业的一道分水岭，根据行业蓝图，下一代HBM5的堆叠层数也仅能达到16层，预计到2035年的HBM7才会实现20层和24层堆叠，而未来的HBM8也将止步于24层堆叠。","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":"","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":1,"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,"deviceId":"web-server-community-laohu8-v3","version":"4.35.13","shortVersion":"4.35.13","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/2595203739","isCrawlerRequest":true}