集邦咨询:HBM4将在2026年第二季度量产

人民财讯
12 Jun

人民财讯6月12日电,在日前集邦咨询主办的“TSS 2025半导体产业高层论坛”上,集邦咨询分析师许家源指出,HBM迭代快速,预计HBM3e将占据2025年出货份额超过90%,2026年HBM4将开始渗透入市场,供货商预计2026年第二季度量产。SK海力士继续位居HBM主力供应商,美光快速追赶;英伟达维持HBM消费市场最大份额,预计HBM供需仍处平衡。另外,HBM占整体内存产能比重持续提升下,排挤...

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