韩媒DealSite 19日报道,随着英伟达推动HBM内存供应商多元化及AI ASIC市场快速发展,SK海力士对英伟达的HBM内存销售额占比将从去年的90%降至今年80%。报道指出,SK海力士正积极拓展ASIC企业客户,以降低对单一客户的依赖。与此同时,英伟达逐步将美光、三星纳入HBM供应链,进一步促使SK海力士调整业务策略。尽管如此,SK海力士仍强调与英伟达的紧密合作,并已率先向其提供HBM4...
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