HBM4，三星逆袭？

半导体行业观察01-02

公众号记得加星标⭐️，第一时间看推送不会错过。三星电子（Samsung Electronics）共同执行长兼芯片业务负责人全永铉（Jun Young-hyun）在新年致辞中表示，客户对其下一代高带宽内存（HBM）芯片（即 HBM4）的差异化竞争力表示赞赏，并称“三星回来了”。去年 10 月，三星表示正就向美国人工智能领军企业英伟达（Nvidia）供应 HBM4 进行“密切磋商”。这家韩国芯片制造商...

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HBM4）的差异化竞争力表示赞赏，并称“三星回来了”。去年 10 月，三星表示正就向美国人工智能领军企业英伟达（Nvidia）供应 HBM4 进行“密切磋商”。这家韩国芯片制造商...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260102132320a6eabdff&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2420271590.USD","symbol_name":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260102132320a6eabdff&s=b","article_id":"2600205506","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260102132320a6eabdff&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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