美光科技股价周一尾盘下跌2.3%，此前有消息称三星电子将提前开始大规模生产新一代高带宽存储芯片。
三星计划本月启动HBM4芯片的大规模生产，为英伟达下一代AI加速器Vera Rubin供货。据报道，这款芯片的处理速度较前代HBM3E提升约22%，数据传输速率可达11.7 Gbps。
生产计划提前可能使三星在AI处理器供应竞争中领先于美光和SK海力士。HBM芯片利润率高于标准存储芯片，投资者担忧美光可能在该领域失去市场份额。
美光首席执行官梅赫罗特拉表示，公司目标在2026年第二季度提升自身HBM4产能。尽管面临竞争压力，英伟达股价仍上涨约3%，反映出市场对AI芯片的强劲需求。
分析师指出，不断增长的AI基础设施市场正在重塑存储芯片需求格局，HBM已成为影响AI处理器性能的关键因素。
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