面临三大问题:三星HBM仍未打入NVIDIA供应链!只能全力供货博通

快科技
Aug 18

快科技8月18日消息,据报道,由于面临技术问题,三星HBM内存产品仍未打入NVIDIA供应链。三星原本计划于2025年第二季向NVIDIA供应的12层HBM3E产品,不过如今已延迟交付,而竞争对手SK海力士和美光已抢先供货NVIDIA,这使得三星在HBM市场的竞争压力不断增大。三星预计从2025年下半年开始向博通供应HBM3E产品,并有望成为博通HBM3E供应链中的最大供应商,占比超过50%,而且...

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