三星、美光、英特尔分食英伟达大单：三星代工LPU，美光量产HBM4

华尔街见闻03-17 13:57

英伟达GTC 2026大会不仅是一场产品发布秀，更是一次供应链格局的重新洗牌。随着英伟达下一代AI平台Vera Rubin的架构细节逐步落地，三星、美光、英特尔三大芯片巨头在其中扮演的角色也随之浮出水面。据TrendForce报道，在最受关注的供应链动态中，英伟达CEO黄仁勋首次公开确认，旗下Groq 3 LPU由三星代工生产；美光则宣布HBM4已于2026年第一季度进入量产阶段，打破此前被排除在...

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