2026年将是存储巨头又一个里程碑之年,而这场跃迁的核心赌注,落在了HBM4身上。SK海力士在2025年财报会上宣布,其HBM4已于9月完成开发并启动量产,2026年全面放量;三星在2026年新年致辞中直言:“我们的HBM4展现了真正的差异化竞争力,甚至有客户感慨:Samsung is back。(三星回来了)”;美光则在2025年9月的电话会议中确认:HBM4将于2026年Q2正式量产出货,...
Source Link2026年将是存储巨头又一个里程碑之年,而这场跃迁的核心赌注,落在了HBM4身上。SK海力士在2025年财报会上宣布,其HBM4已于9月完成开发并启动量产,2026年全面放量;三星在2026年新年致辞中直言:“我们的HBM4展现了真正的差异化竞争力,甚至有客户感慨:Samsung is back。(三星回来了)”;美光则在2025年9月的电话会议中确认:HBM4将于2026年Q2正式量产出货,...
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