传三星拟扩大HBM3E供应量 有望成为博通(AVGO)最大供应商

金吾财讯
Dec 15, 2025

金吾财讯 | 消息称三星电子博通供应HBM3E 12层芯片的份额预计将会增加,博通(AVGO)正在为谷歌设计TPU。

谷歌(GOOGL)最新的第七代TPU采用了三星电子和SK海力士提供的HBM3E 8层芯片,并计划在性能更强劲的第七代TPU(TPU 7E)上采用HBM3E 12层芯片。目前量产产品测试正在进行中,据说两家公司在性能方面已经达到了几乎相同的水平。博通已将三星电子视为战略合作伙伴,以取代SK海力士,三星电子在性能和价格谈判方面展现出了灵活性。据报道,三星电子将其供应价格较SK海力士目前供应的HBM3E产品降低了约20%。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10