HBM,要崩盘?

半导体行业观察
Jul 19, 2025

在大多数人看来,因为全球正在疯抢人工智能主权,这就引致大家争夺GPU,进而推动HBM需求。知名分析机构Yole在今年三月发布的一个报告中称,自2022 年底 ChatGPT 横空出世以来,生成式人工智能蓬勃发展,推动 2023 年 HBM 比特出货量同比增长 187%,增幅空前,2024 年更是飙升 193%。“预计这一增长势头将持续下去。HBM 的增速远超整体 DRAM 市场。全球 HBM 收入...

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