HBM4大战输家已现！

印科技03-08

第六代高带宽存储器（HBM4）落子“三星和SK海力士”，将被应用于英伟达下一代AI加速器 “Vera Rubin”。而全球第三大存储厂商美光成为最大的失意者，被排除在Vera Rubin的HBM4供应链之外。业内普遍认为，这一结果反映出韩国存储厂商在HBM4关键性能指标如运行速度与带宽方面的技术领先优势。据报道Vera Rubin硬件预计将在3月16日举行的英伟达GTC 2026开发者大会上首次...

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Rubin成功的关键，并要求存储厂商开发更高性能的产品。英伟达提出的HBM4运行速度要求超过10Gb/s，明显高于JEDEC标准的 8Gb/s。容量方面也进一步提升。Vera Rubin预计将采用16颗HBM4堆栈，总容量达到576GB，高于AMD下一代AI加速器MI450的432GB HBM4配置。三星与SK海力士之所以脱颖而出，成为唯一的HBM4供应商，是因为两家公司能够满足英伟达在性能与良率方面的严格要求。在两家公司中，三星近期略微领先。三星已经通过10Gb/s与11Gb/s版本的HBM4验证，并从上个月开始向英伟达小批量出货成品。SK海力士则仍在与英伟达合作进行产品优化，以通过11Gb/s测试。此外，三星晶圆代工部门还获得英伟达RTX 3060 GPU的代工订单。英伟达决定恢复该产品生产，并计划很快在三星8纳米工艺上启动量产。三星与SK海力士成为英伟达“怪兽AI芯片”的核心供应商自2022年前后AI时代开启以来，英伟达已经成为左右存储厂商命运的关键企业。能够进入英伟达HBM供应链的厂商，迅速成为AI产业核心参与者；而未能进入供应链的企业，其行业地位则明显下降。三星曾是一个典型案例。由于HBM3供应未能及时通过英伟达认证，三星半导体一度经历长达两年的“危机叙事”。直到去年9月三星通过英伟达12层HBM3E认证，这一局面才逐渐缓解。在这样的背景下，三星和SK海力士被选为Vera Rubin的HBM4供应商，而美光被排除在外，被视为具有重大行业意义。这一结果为两家韩国企业未来一到两年大规模向英伟达出货打开了大门，也进一步巩固了它们在HBM市场的主导地位。由于HBM4从DRAM晶圆投片到最终封装完成通常需要6个月以上，预计两家公司最快将在本月启动大规模生产。普通DRAM价格或成变量Vera Rubin HBM4的具体订单分配与价格尚未最终确定。一些业内人士认为，SK海力士今年在英伟达HBM总供应（包括HBM3E）中仍可能保持超过50%的份额，但在Vera Rubin HBM4这一产品上，三星可能成为最大供应商。三星近期也表示，今年的HBM收入预计将达到去年的三倍。不过，一个关键变量是普通DRAM价格。近期DRAM价格连续多个季度接近翻倍上涨。例如服务器DRAM模块（SOCAMM2）的每Gb价格已经升至约 1.30美元，接近HBM3E的水平。从三星角度来看，生产普通DRAM不需要HBM那样复杂且昂贵的堆叠工艺，因此利润率可能更高。与此同时，英伟达CEO黄仁勋近期在硅谷与SK海力士工程师会面，鼓励其加快HBM4开发。业内认为，这一举动也带有平衡三星谈判优势的意味。有行业观察人士指出：“三星同时拥有HBM4、普通DRAM等多种产品，在与英伟达的谈判中拥有更多筹码。”三星开发HBM5“秘密武器”B1b芯片值得注意的是，韩媒报道三星正在推进用于其第八代高带宽存储器（HBM5）的 “B1b” 内存芯片开发。此前，三星在HBM4（第六代）中通过开发 D1c（1c DRAM） 抢占技术先机，而此次推出B1b，被视为其在下一代HBM竞争中继续保持领先的重要战略布局。目前，三星已经完成内部技术规划，并计划在 本月上旬至中旬正式进入全面研发阶段，预计到明年将启动面向量产阶段的研发工作。入群请扫码","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,"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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