美光出局！三星、SK海力士包揽英伟达HBM4订单

电子工程专辑03-13

据韩国《经济日报》及多家半导体行业权威机构最新披露，英伟达（NVIDIA）计划于今年下半年推出的下一代旗舰AI加速器“Vera Rubin”，其核心高带宽内存（HBM4）供应链名单已尘埃落定：美光科技落选，三星电子与SK海力士包揽全部供应份额。业内人士分析，这一结果并非偶然，而是英伟达对性能与良率严苛筛选的必然。英伟达为Vera Rubin设定了极高的HBM4标准，要求运行速度突破JEDEC规定的...

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Samsung, SK Hynix Sweep Nvidia HBM4 Orders","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ANV":0.6,"2NVD.UK":0.6,"NVD":0.6,"NVDX":0.6,"NVDG":0.6,"NVDD":0.6,"NVII":0.6,"NVIW.SI":0.6,"MULL":0.6,"NVDQ":0.6,"NVDB":0.6,"NVDY":0.6,"NVDS":0.6,"NVDS.UK":0.6,"3NVD.UK":0.6,"NVDU":0.6,"NVD2.UK":0.6,"SNVD.UK":0.6,"NVDW":0.6,"NVD3.UK":0.6,"DIPS":0.6,"NVDA":1.91,"MUD":0.6},"content_text":"据韩国《经济日报》及多家半导体行业权威机构最新披露，英伟达（NVIDIA）计划于今年下半年推出的下一代旗舰AI加速器“Vera Rubin”，其核心高带宽内存（HBM4）供应链名单已尘埃落定：美光科技落选，三星电子与SK海力士包揽全部供应份额。业内人士分析，这一结果并非偶然，而是英伟达对性能与良率严苛筛选的必然。英伟达为Vera Rubin设定了极高的HBM4标准，要求运行速度突破JEDEC规定的8Gb/s基准，达到10Gb/s甚至11Gb/s的超高引脚速度。目前，三星电子已基本通过英伟达的两档质量测试，并于上月交付了少量成品，展现出从HBM3延误阴影中强势复苏的姿态。SK海力士虽仍在进行最后的11Gb/s优化测试，但凭借其与台积电在逻辑代工领域的深度绑定，其技术稳定性备受信赖。作为英伟达对抗AMD、博通等竞争对手的终极武器，Vera Rubin实物预计将在本月16日开幕的GTC 2026开发者大会上首次亮相。据悉，该芯片将搭载16颗HBM4内存颗粒，总容量高达576GB，远超AMD下一代MI450加速器的432GB。英伟达正全力将Vera Rubin的性能提升至现有产品的5倍以上，以巩固其在AI训练领域的绝对霸权。在此背景下，HBM4的稳定供应成为了成败关键。三星与SK海力士的入选，意味着两家韩企最早可能从本月起启动大规模量产，以满足英伟达下半年的发布需求。考虑到HBM4从DRAM晶圆投片到封装测试需耗时6个月以上，时间的紧迫性进一步压缩了其他厂商的追赶空间。一名半导体行业人士透露：“目前讨论 Vera Rubin HBM4 供应商时，没有提到美光。”根据此前业内分析，美光此次受挫的核心原因，被普遍归结为技术路线选择的战略失误。为了降低成本并掌控供应链自主权，美光坚持采用内部自主设计和制造HBM4的基础裸片（Base Die）。然而，在HBM4时代，随着堆叠层数增加和功耗密度提升，散热管理与信号完整性成为巨大挑战。不同于SK海力士选择与台积电强强联手，利用先进封装工艺解决散热难题，也不同于拥有自家晶圆代工能力的三星可以灵活调整制程，美光的“单打独斗”策略导致了严重的散热瓶颈，其引脚速度始终未能达到英伟达的验收标准。尽管美光计划重新设计基础裸片并优化供电网络，拟于2026年第二季度再次提交资格测试，但此时英伟达Vera Rubin已进入“全速生产”阶段，供应链名单基本锁定，美光显然已错过了最佳窗口期。不过，虽然无缘顶级的Vera Rubin，但美光并未完全失去机会。行业消息指出，美光仍有可能为Rubin系列中定位中端的AI推理加速器（如Rubin CPX）提供HBM4支持。","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":"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 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/2619151562","isCrawlerRequest":true}