未获英伟达HBM4订单？美光辟谣：已通过认证并出货！

芯智讯02-12

近日，知名半导体供应链分析机构Semianalysis发布的报告称，存储芯片大厂美光科技（Micron）在关键的HBM4（第四代高带宽内存）竞争中遭遇重创，SK海力士和三星电子拿到了英伟达（NVIDIA）即将出货的Vera Rubin所需的HBM4的全部订单，美光科技则一无所获。不过，在这份报告发布后不久，美光科技首席财务官Mark Murphy便公开进行了驳斥，称美光的HBM4不仅已开始出货，更...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260212155916a49b78c3&s=b><strong>芯智讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，知名半导体供应链分析机构Semianalysis发布的报告称，存储芯片大厂美光科技（Micron）在关键的HBM4（第四代高带宽内存）竞争中遭遇重创，SK海力士和三星电子拿到了英伟达（NVIDIA）即将出货的Vera Rubin所需的HBM4的全部订单，美光科技则一无所获。不过，在这份报告发布后不久，美光科技首席财务官Mark Murphy便公开进行了驳斥，称美光的HBM4不仅已开始出货，更...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260212155916a49b78c3&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":"LU0097036916.USD","symbol_name":"贝莱德美国增长A2 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Micron refutes rumors: It has passed certification and shipped!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDX":0.6,"NVDW":0.6,"NVDS.UK":0.6,"3NVD.UK":0.6,"NVD2.UK":0.6,"NVDU":0.6,"MU":1.95,"MUD":0.6,"NVDD":0.6,"NVDG":0.6,"NVDY":0.6,"SNVD.UK":0.6,"NVDA":1.92,"NVDQ":0.6,"MULL":0.6,"NVIW.SI":0.6,"2NVD.UK":0.6,"NVII":0.6,"NVD3.UK":0.6,"DIPS":0.6,"NVDS":0.6,"NVD":0.6},"content_text":"近日，知名半导体供应链分析机构Semianalysis发布的报告称，存储芯片大厂美光科技（Micron）在关键的HBM4（第四代高带宽内存）竞争中遭遇重创，SK海力士和三星电子拿到了英伟达（NVIDIA）即将出货的Vera Rubin所需的HBM4的全部订单，美光科技则一无所获。不过，在这份报告发布后不久，美光科技首席财务官Mark Murphy便公开进行了驳斥，称美光的HBM4不仅已开始出货，更强调已通过了英伟达的认证。Semianalysis在此前的报告中表示，英伟达预计于今年夏季末正式出货旗舰级“VR200 NVL72”机架式解决方案，但是在这款定义下一代AI 算力的系统中，英伟达在HBM4供应商的选择上出现了巨大变化，因为其HBM4订单将由韩国的SK海力士和三星电子瓜分。Semianalysis还在报告中详细列出了其预测的订单分配比例，SK 海力士预计将拿下约70%订单，继续稳坐AI存储市场的龙头地位。而三星电子则预计获得剩余的30%订单。最令市场震惊的是，作为美国存储芯片代表的美光科技意外出局，消失在了供应名单当中。报告中直言美光获得的供应承诺比例为零。Semianalysis 进一步分析指出，美光之所以在此轮竞争中落马，主要原因在于英伟达对系统规格的极致追求。据悉，VR200 NVL72 系统在开发过程中经历了数次激进的规格跳跃。从2025 年3 月设定的13 TB/s 带宽目标，到同年9 月提升至20.5 TB/s，最终在CES 2026 确认的带宽更达到了惊人的22 TB/s。这种相较于最初设计目标增加近70% 的“积极规格提升”（aggressive memory specification scaling），对HBM供应商的技术实力与良率构成了极其严苛的挑战。分析师认为，美光正是因为未能跟上这一极端的技术要求，导致未能通过英伟达的HBM4 认证设计。不过，报告也略有保留地表示，美光并未完全退出英伟达的供应链，未来的合作重心可能被迫转移至处理器（CPU）端的存储解决方案。随后，美光科技首席财务官Mark Murphy 在“Wolfe Research Presentation”对于Semianalysis的这份报告进行了反击。 Murphy 证实，美光的HBM4不仅没有被排除出英伟达的供应链，反而已经“提前开始出货”，并进入了高量产阶段。他更进一步披露了产品的关键规格，指出美光HBM4 的容量高达36GB，传输速率超过11 GB/s，产品定位直接锁定最顶级的AI 与高性能计算市场。针对外界最关心的认证问题，Murphy也明确表示该产品“已通过了英伟达认证”。他更乐观预估，在庞大的AI 需求驱动下，美光的产能预计将会100% 卖光。对此，业内人士分析认为，真相可能存于市场供需的现实逻辑之中。有观点指出，在高端HBM芯片极度缺货的阶段，只要供应商的技术指标能跨过基本门槛，英伟达为了保障出货量，通常也不至于不给美光订单。这意味着，即便SK 海力士和三星电子在技术指标或产能上暂时领先，英伟达为了分散风险并确保庞大的VR200 NVL72 系统能顺利出货，极有可能仍会分配一定比例的订单给美光，以保持供应链的弹性与合作关系。编辑：芯智讯-浪客剑","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,"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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","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/2610910046","isCrawlerRequest":true}