HBM之争加剧！三星拟扩大4纳米制程产能，SK海力士、美光竞争压力陡增_老虎社区_美港股上老虎

HBM之争加剧！三星拟扩大4纳米制程产能，SK海力士、美光竞争压力陡增

智通财经09-22

三星电子正准备扩大其先进代工产能，因为下一代内存芯片需求激增，正将其4纳米产线推向满负荷运转。此举可能加剧与SK海力士(SKHY.US)和美光(MU.US)的竞争——三大内存巨头正在蓬勃发展的 AI 芯片市场争夺份额。三星扩大内存产能韩国媒体称，三星正在考虑扩大其4纳米晶圆代工产能，以支持HBM4基础裸片（base die）的生产。基础裸片是位于DRAM堆栈下方、将内存连接至AI加速器的逻辑层。与...

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Samsung plans to expand its 4-nanometer process capacity, increasing competitive pressure from SK Hynix (SKHY.US) and Micron (MU.US).","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/0fd55673485930d0f11f2fb8c44e4f08","symbols_score_info":{"MUYY":0.6,"CGGO":0.6,"CHAT":0.6,"SKHY":1.91,"EFIV":0.6,"SKHZ":0.6,"TRFK":0.6,"JGRO":0.6,"07709":0.6,"SKHQ":0.6,"SKDD":0.6,"MUD":0.6,"MUG":0.6,"SOXQ":0.6,"TTXU":0.6,"AIQ":0.6,"SMH":0.6,"WUGI":0.6,"SOXX":0.6,"IETC":0.6,"ARTY":0.6,"VGT":0.6,"SKHX":0.6,"MUU":0.6,"WLDR":0.6,"SHOC":0.6,"HYNX":0.6,"MIC":0.6,"FTXL":0.6,"XNTK":0.6,"FDTX":0.6,"SKHA":0.6,"SKUU":0.6,"FXL":0.6,"FAI":0.6,"PSI":0.6,"CHPX":0.6,"LEGR":0.6,"BOBP":0.6,"SKHN":0.6,"PTF":0.6,"AIS":0.6,"SK":0.6,"IXN":0.6,"RULE":0.6,"XLK":0.6,"BAI":0.6,"EGGY":0.6,"AIFD":0.6,"SKHU":0.6,"SKHL":0.6,"FTEC":0.6,"EMSF":0.6,"CHPS":0.6,"03132":1.85,"MUZ":0.6,"MU":1.89,"USXF":0.6},"content_text":"三星电子正准备扩大其先进代工产能，因为下一代内存芯片需求激增，正将其4纳米产线推向满负荷运转。此举可能加剧与SK海力士(SKHY.US)和美光(MU.US)的竞争——三大内存巨头正在蓬勃发展的 AI 芯片市场争夺份额。三星扩大内存产能韩国媒体称，三星正在考虑扩大其4纳米晶圆代工产能，以支持HBM4基础裸片（base die）的生产。基础裸片是位于DRAM堆栈下方、将内存连接至AI加速器的逻辑层。与 SK 海力士采用台积电12纳米工艺制造 HBM4 基础裸片不同，三星正使用其4纳米工艺在内部自行生产该组件。三星已将其目前4纳米产能的一半以上分配给 HBM4 基础裸片生产。需求还来自其他客户，包括英伟达的 Groq 3 LPU，这促使三星上调了新4纳米订单的价格。HBM 竞赛竞争加剧此次扩产正值三星加速 HBM4 产能爬坡之际。公司预计 HBM4 收入将在第三季度环比增长三倍以上，且 HBM4 在下半年将占其 HBM 总收入的60%以上。三星的增长已在重塑竞争格局。Counterpoint 数据显示，三星 HBM 收入份额从第一季度的21%升至第二季度的33%，而 SK 海力士占50%，美光占18%。该公司还在考虑为 HBM5 新建一条2纳米产线，预计 HBM5 的基础裸片将采用2纳米工艺。这可能进一步强化三星垂直整合的路线，将内存、逻辑制造和先进封装融为一体。SK 海力士、美光承压对 SK 海力士和美光而言，就在 AI 基础设施支出驱动高带宽内存需求达到前所未有水平之际，三星更快的 HBM4 爬坡构成了又一项竞争挑战。在今年6月，三星是首家完成 HBM4 验证并开始出货的供应商，而 SK 海力士面临认证延迟，美光则仍更专注于 HBM3E。花旗预计明年全球 HBM 比特需求将增长62%，可能使行业处于供不应求状态。这意味着三星的产能扩张可能让其在快速增长的市场中占据更大的份额。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":false,"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":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}