消息称美光痛失英伟达 HBM4 大单，韩系双雄 SK 海力士、三星瓜分市场

IT之家11:13

IT之家 2 月 10 日消息，SemiAnalysis 行业分析显示，韩系厂商 SK 海力士与三星将主导下一代高带宽内存市场，而美光（Micron）因技术路线受挫，或将痛失英伟达下一代 Rubin 芯片的 HBM4 订单，份额恐降至 0%。行业分析机构 SemiAnalysis 发布的最新报告指出，美光在 NVIDIA Rubin 平台的 HBM4 供应份额已被“清零”。相比之下，市场预计 SK...

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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260210111337a6e88c6c&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":"NVDY","symbol_name":"NVDA期权收益策略ETF-YieldMax","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260210111337a6e88c6c&s=b","article_id":"2610691530","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260210111337a6e88c6c&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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