为尽快加入英伟达Rubin供应链，三星愿意牺牲下一代HBM4的利润率_老虎社区_美港股上老虎

为尽快加入英伟达Rubin供应链，三星愿意牺牲下一代HBM4的利润率

砍柴网09-05

此前有报道称，三星在今年7月向英伟达提供了HBM4样品，目前已经通过了初步的质量测试。如果能通过英伟达最后的验证步骤，最早可能在11月或12月开始实现大规模生产。众所周知，过去几个季度里，三星一直试图加入到英伟达下一代Rubin产品的供应链，提供HBM4，对于三星的存储器业务来说非常关键，因为在人工智能（AI）芯片需求的推动下，英伟达是目前HBM产品的最大客户。据Wccftech报道，三星现在正...

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Die）的生产从传统的DRAM工艺转移到代工厂，以解决高性能计算中的热量、信号延迟和能效问题。SK海力士很早就确定在HBM4上选择台积电进行合作，可是先进制程节点的高成本可能让其HBM产品的定价高于三星。美光出于成本方面的考虑，HBM4仍然采用DRAM工艺生产基础裸片，到HBM4E才转换到台积电，不过这么做有可能让自身的产品性能受到影响。三星董事长李在镕最近与英伟达首席执行官黄仁勋会面，双方有可能谈到了未来在HBM和其他领域的合作计划。【来源：超能网】","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,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}