英伟达新品带动高端内存需求，三星、SK海力士开启份额之争

21世纪经济报道03-04

如果下一代HBM（高带宽内存）验证、生产顺利，三星、SK海力士有望扩大AI市场优势并占据更高价值份额，相关进展备受资本市场瞩目。英伟达Rubin平台GPU芯片迎量产节点，市场需求持续强劲。今年1月美国消费电子展期间，英伟达表示该芯片已全面投产；相较于Blackwell架构，Rubin推理性能最高可提升至5倍，训练性能最高提升至3.5倍。英伟达CEO黄仁勋更直言，其训练10万亿参数级大模型的集群需求...

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CPU。在2025年，这三大产品的厂商市占率分别由SK海力士、三星、美光居首位。其中，AI服务器主要需求的内存类型为HBM、DDR5等。根据市场调研机构Omdia数据，三星电子2025年第四季DRAM市占率达36.6%，SK海力士以32.9%居第二，这主要得益于三星HBM业务扩张带动。在高度垄断的存储市场中，AI服务器的需求正重塑竞争格局。全球存储芯片供应正日益趋紧，可能制约人工智能算力投资。随着数据中心建设加速，HBM以及其他先进存储芯片的需求超预期激增。SK海力士预计，2025年至2030年，HBM市场将实现33%的年均增长。在两大韩国存储巨头中，SK海力士深耕HBM4保持市场领先地位。近期，SK海力士董事长崔泰源在一次会议上称，将继续扩大AI存储芯片的产量，以满足全球数据中心建设带来的需求。崔泰源还表示，HBM（高带宽内存芯片）已经为SK海力士带来了巨额利润。此外，SK海力士还联手合作伙伴开辟存储新赛道，推动HBF（高带宽闪存）标准以弥合HBM与SSD间的性能断层，计划2027年初落地商用。相比之下，三星则充分发挥其庞大的技术底蕴和产业链垂直整合能力，成为AI供应链不可缺少的一环，并在进一步缩小与SK海力士的差距。2月12日，三星宣布其HBM4内存正式迈入量产交付阶段，并已开始向客户供货，成为全球首家HBM4商业化供应商。据三星介绍，HBM4可提供高达11.7Gbps的传输速度，性能还可以进一步提升至13Gbps，可缓解随着AI大模型规模不断扩大而带来的数据瓶颈问题。产品规划上，三星从2月开始HBM4的发货，年中开始为客户提供HBM4E样品，并在下半年推出基于HBM4的定制HBM产品。展望2026年，三星称将重点推进HBM4产品的批量生产，计划推进1c制程产能扩张。此外，公司还将集中扩大HBM、DDR5、LPDDR5x及高密度QLC SSD等其他高附加值产品的销量。三星表示，目前2026年所有HBM产能都已经被客户锁定，预计销售将实现大幅增长，同比增幅超过3倍。存储价格仍上涨在AI浪潮的持续席卷下，全球存储芯片价格持续上涨。集邦咨询研报显示，随着大模型应用从训练端向推理端加速落地，云服务提供商的资本开支重心正发生显著转移。这一变化不仅让通用服务器重回采购C位，更引爆了常规DRAM的采购需求，厂商积极追加订单，推动全球DRAM产业在2025年第四季度实现大幅增长。当季，全球DRAM产业营收达到535.8亿美元，环比大幅增长29.4%。由于存储供不应求的局面短期难以缓解，议价天平已完全向原厂倾斜。在刚刚过去的2025年第四季度，由于各类买方需求均无法得到完全满足，市场恐慌性备货情绪蔓延。数据显示，2025年第四季常规DRAM合约价强势上涨45%~50%，包含HBM在内的整体DRAM合并合约价涨幅更是达到50-55%。展望2026年第一季度，集邦咨询称，尽管消费电子市场将进入传统淡季，预计存储原厂出货增速将放缓甚至持平，但供需双方价格端的博弈将更加激烈。预计多数存储产品的合约价涨幅再次大幅加速，预估最终常规DRAM合约价将上涨90-95%，而包含HBM在内的整体DRAM合并合约价涨幅将达到80%~85%。对于AI带来的存储大周期，尤其是HBM的供需问题，此前中芯国际联合首席执行官赵海军在2025年四季度财报会上分析称，当前行业对AI算力存在宏大设想，试图将未来十年的基建需求压缩在这一两年内完成，这导致大量现有产能被调配至AI特别是HBM领域。然而，AI对高端存储的需求并不只是前端晶圆产能问题，更关键的约束在后端工艺：用于HBM相关产品的倒角、背面减薄、封装测试等环节导入和扩产节奏明显慢于晶圆制造，“即便把更多晶圆产能转向AI，也未必能立刻解决供给问题。”（文章来源：21世纪经济报道）","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":"corporation","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 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