三星、韩国海力士据报道计划2026年作为NVIDIA H200进行20%的HBM3E涨价，ASIC需求上升

电子产品世界2025-12-29

AI驱动的需求正在重塑内存市场，随着供应紧张，HBM3E价格预计将持续上涨。据Chosun Biz报道，继NVIDIA获准向中国销售H200AI芯片的消息后，三星电子和SK海力士已将2026年HBM3E供应价格上调近20%。报告指出，这样的价格上涨被认为是不寻常的。尽管HBM3E今年成为HBM市场的主流产品，且随着HBM4明年上市，价格预计将会回落，但包括NVIDIA在内的全球大型科技公司持续推出...

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AI芯片。路透社补充称，公司也在准备扩大产能，新增产品订单预计将在2026年第二季度开通。谷歌和亚马逊推动了额外的HBM3E需求除了NVIDIA，报告还指出，谷歌和亚马逊等主要科技公司也面临HBM3E需求的上升，谷歌的Tensor Processing Unit（TPU）和亚马逊的Trainium均配备HBM3E，计划于2026年开始发货。报告补充说，每台加速器的HBM内容预计将比前几代增加约20%至30%。谷歌第七代TPU据称每芯片集成八个HBM3E栈，而亚马逊的Trainium3据称使用四个栈。HBM4扩展可能收紧HBM3E供应与此同时，报告指出，随着三星电子和SK海力士预计优先加快下一代HBM4的生产，HBM3E供应依然紧张，持续落后于需求。报告中引用分析师预测，明年HBM收入结构将约为55%为HBM4,45%为HBM3E，HBM4将于第三季度开始，以迅速吸收此前由HBM3E满足的需求。","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; 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