三大原厂HBM产能缺口至2026年底!海力士称HBM4合约价比HBM3E高出50%

半导体芯情
Nov 05

HBM成为存储里面最稀缺的资源,涨价幅度也是最夸张的。近日,三星、SK海力士和美光相继透露,其下一代高带宽内存HBM的明年产能已几乎被抢购一空。HBM领域的“老大”SK海力士近日表示,公司已与英伟达就明年HBM4的供应完成了价格和数量谈判。对于谈判的价格,一位熟悉交易细节的资深存储人士透露,HBM4的供应价格将比HBM3E高出50%以上。据悉,SK海力士向英伟达供应的HBM4单价已确认约为560...

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