DRAM大缺货！英伟达有罪

芯报告01-07 06:19

英伟达最新Rubin平台将上市，对HBM4、LPDDR5X等DRAM需求，有望是上一代Blackwell世代的三倍以上，美光、SK海力士等大厂持续加速抢占AI DRAM商机。业界看好，Rubin平台消耗DRAM量倍数增加，将使得市场供不应求盛况延续。Rubin架构AI平台支持的LPDDR5X、HBM4容量都是Blackwell架构的三倍，CPU Vera将可最大支持1.5TB的SOCAMM ...

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Nvidia is guilty","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"3NVD.UK":0.6,"NVD2.UK":0.6,"NVDA":1.9,"NVDU":0.6,"NVDS":0.6,"NVIW.SI":0.6,"NVDX":0.6,"2NVD.UK":0.6,"SNVD.UK":0.6,"NVD3.UK":0.6,"NVDD":0.6,"NVDY":0.6,"NVD":0.6,"NVDS.UK":0.6},"content_text":"英伟达最新Rubin平台将上市，对HBM4、LPDDR5X等DRAM需求，有望是上一代Blackwell世代的三倍以上，美光、SK海力士等大厂持续加速抢占AI DRAM商机。业界看好，Rubin平台消耗DRAM量倍数增加，将使得市场供不应求盛况延续。Rubin架构AI平台支持的LPDDR5X、HBM4容量都是Blackwell架构的三倍，CPU Vera将可最大支持1.5TB的SOCAMM LPDDR5X，同时可提供1.2TB／s的LPDDR5X存储频宽。SK海力士、美光今年DRAM产能都已被北美CSP包下，仍旧远不及客户所需位元容量，加上Rubin平台将衍生至少三倍的DRAM商机，以及HBM4堆叠到16层后，良率仍在60%-80%之间，将让DRAM产能耗损率远追不上市场庞大缺口。进一步使DDR4／5、LPDDR4／5供给紧缺态势延续，有利DRAM厂后市。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-2","news_tag":"policyRegulatory","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,"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/2601465218","isCrawlerRequest":true}