韩国SK集团会长与英伟达CEO黄仁勋举行“炸鸡会谈”

新浪财经02-10

来源：环球市场播报据业内消息人士周一透露，韩国SK集团会长崔泰源最近在美国与英伟达CEO黄仁勋会面，双方就高带宽内存（HBM）供应以及更广泛的人工智能业务合作事宜进行了商讨。据消息人士透露，此次会面于本月早些时候在加州的一家炸鸡店举行。双方讨论了 HBM4 的供应计划，HBM4 是下一代 HBM 技术，预计将在英伟达即将推出的名为“维拉鲁宾”的AI加速器中得到应用。SK集团旗下的SK海力士公司是...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260210101718a6e8553b&s=b><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：环球市场播报据业内消息人士周一透露，韩国SK集团会长崔泰源最近在美国与英伟达CEO黄仁勋会面，双方就高带宽内存（HBM）供应以及更广泛的人工智能业务合作事宜进行了商讨。据消息人士透露，此次会面于本月早些时候在加州的一家炸鸡店举行。双方讨论了 HBM4 的供应计划，HBM4 是下一代 HBM 技术，预计将在英伟达即将推出的名为“维拉鲁宾”的AI加速器中得到应用。SK集团旗下的SK海力士公司是英...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260210101718a6e8553b&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":"LU1244550221.USD","symbol_name":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC 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and Nvidia CEO Huang Renxun held \"fried chicken talks\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVD2.UK":0.6,"NVDY":0.6,"NVIW.SI":0.6,"3NVD.UK":0.6,"NVDG":0.6,"NVDQ":0.6,"NVDU":0.6,"NVDS.UK":0.6,"NVDL":0.6,"NVD3.UK":0.6,"NVDS":0.6,"SNVD.UK":0.6,"NVDA":1.95,"NVDD":0.6,"DIPS":0.6,"2NVD.UK":0.6,"SKM":1.93,"NVDW":0.6,"NVII":0.6,"NVDX":0.6,"NVD":0.6},"content_text":"来源：环球市场播报据业内消息人士周一透露，韩国SK集团会长崔泰源最近在美国与英伟达CEO黄仁勋会面，双方就高带宽内存（HBM）供应以及更广泛的人工智能业务合作事宜进行了商讨。据消息人士透露，此次会面于本月早些时候在加州的一家炸鸡店举行。双方讨论了 HBM4 的供应计划，HBM4 是下一代 HBM 技术，预计将在英伟达即将推出的名为“维拉鲁宾”的AI加速器中得到应用。SK集团旗下的SK海力士公司是英伟达 HBM 产品的主要供应商，该公司此前表示，正按照与客户商定的时间表推进 HBM4 的大规模生产。SK 海力士的一位高管表示：“即便全面展开生产，公司仍可能无法完全满足客户需求，这为一些竞争对手赢得供应合同提供了机会。不过，凭借产品性能、制造能力和质量，我们的领导地位和作为主要供应商的地位仍将保持不变。”竞争对手三星电子公司预计将于今年下半年开始生产 HBM4 产品。业内消息人士称，SK海力士今年仍很可能会是英伟达最大的 HBM 供应商，其在 HBM4 市场的份额预计约为 70%。上述消息人士称，此次讨论还涉及了与 SK 集团有关的潜在合作事宜，该集团正计划在存储芯片之外拓展人工智能解决方案业务。据报道，崔泰源从本月月初起就一直在美国，与美国一些大型科技公司的高管们举行了一系列会议。","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":1,"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; 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