美光出局！无缘NVIDIA Rubin首年订单：HBM4成韩系巨头内战

DoNews02-09

快科技2月9日消息，据半导体研究机构SemiAnalysis最新报告，美光HBM4将被排除在NVIDIA Rubin首年量产供应链之外，主要采用韩国巨头SK海力士与三星的产品，形成韩系双寡头垄断局面。报告指出，目前无任何迹象表明NVIDIA会向美光采购HBM4，份额分配方面，SK海力士预计供应量的70%，三星拿下剩余30%。SemiAnalysis表示：“更具体地说，我们认为HBM4的竞争很可能...

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Missed NVIDIA Rubin's first-year order: HBM4 becomes a civil war among Korean giants","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MU":1.95,"MUD":0.6,"NVDY":0.6,"NVII":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDG":0.6,"SNVD.UK":0.6,"2NVD.UK":0.6,"NVDL":0.6,"NVDS":0.6,"NVIW.SI":0.6,"NVDS.UK":0.6,"3NVD.UK":0.6,"MUU":0.6,"NVDQ":0.6,"NVDU":0.6,"NVD":0.6,"NVDA":1.9,"MULL":0.6,"DIPS":0.6,"NVDD":0.6,"NVDW":0.6,"NVDX":0.6},"content_text":"快科技2月9日消息，据半导体研究机构SemiAnalysis最新报告，美光HBM4将被排除在NVIDIA Rubin首年量产供应链之外，主要采用韩国巨头SK海力士与三星的产品，形成韩系双寡头垄断局面。报告指出，目前无任何迹象表明NVIDIA会向美光采购HBM4，份额分配方面，SK海力士预计供应量的70%，三星拿下剩余30%。SemiAnalysis表示：“更具体地说，我们认为HBM4的竞争很可能演变为由韩国内存厂商主导的双寡头格局，尤其是在NVIDIA这一HBM4最大终端客户身上。”至于原因，主要是美光最新工程样品在引脚速率这一关键指标上仍低于目标规格，相比之下，三星与SK海力士样品速率已达约10Gbps，而美光明显落后。此前有消息称，NVIDIA已将HBM4数据传输速度要求提升至11Gbps以上，虽然美光声称达标，但业内人士认为该公司难以达到这一标准。此前市场也曾预期美光或能拿下约5%份额，如今看来首年量产窗口已对其关闭。还有消息显示，三星计划在农历新年假期后，开始启动对NVIDIA的HBM4供货。本文转载自快科技，转载目的在于传递更多信息，并不代表本站赞同其观点和对其真实性负责。如涉及作品内容、版权和其它问题，请联系快科技通知我方删除，我方将在收到通知后第一时间删除内容！本文只提供参考并不构成任何投资及应用建议。本站拥有对此声明的最终解释权。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","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/2610184639","isCrawlerRequest":true}