三星DRAM,史上最大跌幅

半导体行业观察
Aug 19

30多年来,三星电子首次失去全球最大DRAM制造商的地位,SK海力士凭借人工智能内存芯片需求的旺盛以及与英伟达的独家供应协议,夺得了这一头衔。过去六个月,三星电子的全球DRAM市场份额下降了8.8个百分点,这是该公司自1999年开始披露这一数据以来的最大降幅。相比之下,英伟达的供应商 SK 海力士在 ChatGPT 引发的生成式人工智能热潮的推动下,其 DRAM 份额稳步攀升——从 2022 年的...

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