据报道,由于供应链的不确定性引发了大量需求,三星、美光和其他 HBM 生产商正在加快 HBM3E 的生产进程。三星的 HBM3E 解决方案仅限于 8 层,但美光有望与 SK 海力士争夺头把交椅。HBM市场收到了来自NVIDIA等供应商的大量订单,供应链正通过抢先征收关税来应对不确定性,以免受新关税的影响。同样,据韩国媒体报道,三星和美光也参与了HBM3E的竞争,两家公司分别在8-Hi和12-Hi...
Source Link据报道,由于供应链的不确定性引发了大量需求,三星、美光和其他 HBM 生产商正在加快 HBM3E 的生产进程。三星的 HBM3E 解决方案仅限于 8 层,但美光有望与 SK 海力士争夺头把交椅。HBM市场收到了来自NVIDIA等供应商的大量订单,供应链正通过抢先征收关税来应对不确定性,以免受新关税的影响。同样,据韩国媒体报道,三星和美光也参与了HBM3E的竞争,两家公司分别在8-Hi和12-Hi...
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