周一， 美光科技 夜盘股价一度跌超6%，截至发稿跌幅超4%。消息面上，据韩国经济日报报道，英伟达计划在今年下半年推出下一代AI加速器Vera Rubin，该产品将采用三星电子和SK海力士提供的第6代高带宽内存HBM4，而全球第三大内存厂商美光被排除在Vera Rubin的HBM4供应链之外。半导体行业人士指出，目前讨论Vera Rubin HBM4供应商时，没有提到美光。
作为AI浪潮中的关键组件，HBM供应商进入英伟达顶级产品供应链不仅意味着技术实力得到认可，也意味着稳定的业绩增长。美光此次出局Vera Rubin的HBM4供应，可能引发了市场对其在高端AI内存市场竞争力的担忧，从而导致股价承压下跌。
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