三星电子与SK海力士正加速推进第七代高带宽内存HBM4E的研发,目标于2026年上半年完成开发,并计划将其应用于英伟达“Rubin”平台旗舰型号R300等新一代AI加速器中。搭载HBM4E的AI加速器预计于2027年发布,相关厂商正力争在2026年下半年完成产品品质验证。HBM4E标志着市场从通用型产品向定制化产品转型的关键节点,其核心组件逻辑裸片可根据客户需求进行定制设计与供应。兴国证券研究员...
Source Link三星电子与SK海力士正加速推进第七代高带宽内存HBM4E的研发,目标于2026年上半年完成开发,并计划将其应用于英伟达“Rubin”平台旗舰型号R300等新一代AI加速器中。搭载HBM4E的AI加速器预计于2027年发布,相关厂商正力争在2026年下半年完成产品品质验证。HBM4E标志着市场从通用型产品向定制化产品转型的关键节点,其核心组件逻辑裸片可根据客户需求进行定制设计与供应。兴国证券研究员...
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