美光股价下挫，因三星加速推进新一代AI芯片生产

环球市场播报02-10

美光科技股价周一尾盘下跌2.3%，此前有消息称三星电子将提前开始大规模生产新一代高带宽存储芯片。　　三星计划本月启动HBM4芯片的大规模生产，为英伟达下一代AI加速器Vera Rubin供货。据报道，这款芯片的处理速度较前代HBM3E提升约22%，数据传输速率可达11.7 Gbps。　　生产计划提前可能使三星在AI处理器供应竞争中领先于美光和SK海力士。HBM芯片利润率高于标准存储芯片，投资者...

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