HBM4争霸战:美光开发受挫、SK 海力士领跑、三星急追

半导体行业观察
Nov 07

来源:内容来自巨亨网。根据南韩媒体报道,美光科技(的HBM4 产品,难以满足英伟达严苛的性能和能源效率要求,可能迫使该公司重新设计HBM4 芯片架构。如果消息属实,这将导致美光的量产计划延迟长达9 个月,HBM4 的上市时间推迟到2026 年,并使其无法按时完成英伟达的订单。SK 海力士:独步全球率先量产与此同时,SK 海力士持续巩固其在HBM 市场的独步地位,并于9 月率先宣布完成全球首条...

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