三星杀回HBM战场!供货英伟达,搅动存储狂潮

DOIT传媒
Oct 10, 2025

在AI算力竞赛的核心战场,高带宽内存(HBM)已成为决定AI芯片性能的“命脉”。2025年,全球存储市场正被AI需求引爆“超级周期”——HBM价格年内暴涨80%,OpenAI等巨头订单吞噬近40%全球DRAM产能。而三星电子历经18个月技术攻坚,终于突破英伟达严苛认证,将12层HBM3E纳入GB300 AI加速器供应链,打破SK海力士垄断,重塑全球HBM“三强争霸”格局,为紧张的存储市场注入关键...

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