美光科技（MU）今日盘中股价大幅下挫，跌幅达5.22%，引起了市场的广泛关注。
消息面上，半导体行业研究机构SemiAnalysis在一份报告中指出，英伟达（NVIDIA）计划在其下一代Rubin架构GPU的首年量产中，将美光科技的HBM4（第四代高带宽内存）排除在供应链之外。报告称，目前没有任何迹象表明英伟达会向美光采购HBM4，主要原因在于美光最新的HBM4工程样品在引脚速率这一关键指标上仍低于目标规格，而竞争对手三星和SK海力士的样品速率已达约10Gbps，技术差距明显。
该机构预计，英伟达的HBM4供应将由韩国公司主导，其中SK海力士将占据约70%的份额，三星电子占据约30%。这引发了市场对美光科技在高端AI内存市场未来竞争力和市场份额的担忧，被认为是导致其股价承压下跌的直接原因。
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