机构：HBM4受规格提升与英伟达策略调整影响，预估量产时程延至2026年第一季度末

格隆汇01-08

格隆汇1月8日｜根据TrendForce集邦咨询最新调查，NVIDIA（英伟达）于2025年第三季调整Rubin平台的HBM4规格，上修对Speed per Pin的要求至高于11Gbps，致使三大HBM供应商需修正设计。此外，AI热潮刺激NVIDIA前一代Blackwell产品需求优于预期，Rubin平台量产时程顺势调整。两项因素皆导致HBM4放量时间点延后，预期最快于2026年第一季末进入量产...

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