三星HBM4，传独供英伟达最高端GPU

电子产品世界02-25

综合韩国媒体《首尔经济》、New Daily等报道，2026年2月12日清晨，三星天安园区使用大型低震动运输车，完成全球首批HBM4量产产品的出货。三星表示，本次出货的HBM4最高运行速率达13Gbps，远超行业此前预期的11.7Gbps，相较JEDEC标准的8Gbps快46%，也较前一代HBM3E的9.6Gbps提升超过35%。由于实际性能超出英伟达的规格要求，市场消息显示：在HBM3E阶段对...

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Daily等报道，2026年2月12日清晨，三星天安园区使用大型低震动运输车，完成全球首批HBM4量产产品的出货。三星表示，本次出货的HBM4最高运行速率达13Gbps，远超行业此前预期的11.7Gbps，相较JEDEC标准的8Gbps快46%，也较前一代HBM3E的9.6Gbps提升超过35%。由于实际性能超出英伟达的规格要求，市场消息显示：在HBM3E阶段对...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225110729a4c556c6&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":"LU0006306889.USD","symbol_name":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225110729a4c556c6&s=b","article_id":"2614776538","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225110729a4c556c6&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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GPU","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDD":0.6,"NVDA":1.94,"3NVD.UK":0.6,"NVDU":0.6,"2NVD.UK":0.6,"NVDG":0.6,"NVDB":0.6,"NVD3.UK":0.6,"NVII":0.6,"NVDS.UK":0.6,"NVDQ":0.6,"ANV":0.6,"NVDW":0.6,"NVIW.SI":0.6,"NVD":0.6,"DIPS":0.6,"SNVD.UK":0.6,"NVDS":0.6,"NVD2.UK":0.6,"NVDY":0.6,"NVDX":0.6},"content_text":"综合韩国媒体《首尔经济》、New Daily等报道，2026年2月12日清晨，三星天安园区使用大型低震动运输车，完成全球首批HBM4量产产品的出货。三星表示，本次出货的HBM4最高运行速率达13Gbps，远超行业此前预期的11.7Gbps，相较JEDEC标准的8Gbps快46%，也较前一代HBM3E的9.6Gbps提升超过35%。由于实际性能超出英伟达的规格要求，市场消息显示：在HBM3E阶段对三星产品持谨慎评估态度的英伟达，在测试三星HBM4样品后，反而主动要求提前量产进度。有分析认为，这批HBM4将搭载于英伟达下一代GPUVera Rubin系列的最高端产品。据韩国媒体Chosun Biz、Newsis等援引业内消息，英伟达计划将下一代GPU所用的HBM4划分为两大产品线：一类是以稳定性为优先的通用型产品，另一类是面向AI基础设施的高端产品，并据此分配供应商。这一采购策略调整，预计将对韩国半导体企业的分工与竞争格局产生影响。从整体供应量来看，通用型GPU占比较高；但在盈利能力上，高端产品的预计售价可达上一代产品的2～3倍。分析认为，三星电子有望独家为英伟达最高端产品提供第六代HBM4。另一方面，SK 海力士凭借在HBM市场的领先优势，以及与英伟达长期稳定的合作关系，加之 SK 海力士1b DRAM产能目前最为成熟，市场普遍预计其在HBM4市场仍将维持较高市占率。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","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; 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