重回霸主地位！HBM4芯片全球首秀

芯话社02-13

三星电子向英伟达交付了全球首批量产的HBM4，这标志着该公司在连续三年将市场领导地位拱手让给SK 海力士之后，实现了戏剧性的逆转。周一清晨，载有HBM4芯片的卡车从三星位于忠清南道天安市的园区出发，这些芯片将用于英伟达的下一代人工智能加速器。此次发货标志着三星在经历了称为“失去的三年”的艰难时期后，重返存储半导体市场的前沿地位。这不仅仅是一次产品交付，更是具有历史意义的一天，重拾了过去三年跌落的...

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HBM4 chip makes its world debut","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVD":0.6,"NVIW.SI":0.6,"2NVD.UK":0.6,"NVD3.UK":0.6,"DIPS":0.6,"NVDS.UK":0.6,"NVDW":0.6,"NVDX":0.6,"NVDS":0.6,"NVDY":0.6,"NVDG":0.6,"NVDA":0.9,"NVII":0.6,"SNVD.UK":0.6,"NVDD":0.6,"3NVD.UK":0.6,"NVDQ":0.6,"NVD2.UK":0.6,"NVDU":0.6},"content_text":"三星电子向英伟达交付了全球首批量产的HBM4，这标志着该公司在连续三年将市场领导地位拱手让给SK 海力士之后，实现了戏剧性的逆转。周一清晨，载有HBM4芯片的卡车从三星位于忠清南道天安市的园区出发，这些芯片将用于英伟达的下一代人工智能加速器。此次发货标志着三星在经历了称为“失去的三年”的艰难时期后，重返存储半导体市场的前沿地位。这不仅仅是一次产品交付，更是具有历史意义的一天，重拾了过去三年跌落的尊严，并重新登上了顶峰。财务过度关注被指责为战略失误三星HBM的困境可以追溯到2019年，当时半导体市场在经历了超级周期后进入了下行周期。在时任DS事业部总裁金基南和领导业务支援工作组的副会长郑铉浩的领导下，三星将成本削减和盈利能力置于技术投资之上。HBM研发团队规模缩减，人员被重新分配到通用DRAM部门。SK海力士抓住三星撤退的契机，维持研发投入，并在 2022年ChatGPT发布后人工智能热潮爆发之际，最终与英伟达签订了独家HBM3供应合同。工程师回归点燃复兴之火三星的转机始于2024年5月，当时曾帮助三星建立半导体业务的工程师全英贤接管了DS事业部。全英贤上任后宣布回归基本面，承认过去的错误，并放弃了“快速跟进”的战略。没有追随SK海力士在HBM3E上的改进，而是押注于直接跳过HBM3E直接进入HBM4，从而彻底重塑市场规则。这次冒险取得了成功。三星的HBM4芯片运行速度高达每秒13Gbps，比JEDEC标准的8Gbps快46%，比HBM3E快35%。带宽达到每秒3.3TB，足以在一秒钟内传输数百部全高清电影。三星利用一体化设备制造商的优势，将4nm晶圆代工工艺应用于HBM4芯片的基础芯片，这是将生产外包给外部代工厂的竞争对手无法企及的。与上一代产品相比，能效提升了40%，散热性能提升了30%。英伟达加速订单处理英伟达在测试了HBM4样品后，要求三星加快生产进度。每颗Vera Rubin GPU都将包含8颗三星36GB HBM4芯片。旗舰级NVL72机架式系统需要576颗HBM4，按每颗芯片600美元的预估售价计算，每套系统的内存成本约为345,600美元。三星已将目光投向定制化HBM市场，包括谷歌、AMD和微软在内的科技巨头都在寻求为定制内存解决方案。计划提供涵盖内存设计、代工生产和封装的一站化解决方案。内部测试表明，定制化HBM的性能是标准产品的两到三倍。三星已经回归技术逻辑，而非财务逻辑。凭借一站式解决方案，三星不仅能赢得英伟达的需求，还能赢得所有主要科技公司的需求。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"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":"4.42.0","shortVersion":"4.42.0","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/2611515678","isCrawlerRequest":true}