美光出局!无缘NVIDIA Rubin首年订单:HBM4成韩系巨头内战

DoNews
Feb 09

快科技2月9日消息,据半导体研究机构SemiAnalysis最新报告,美光HBM4将被排除在NVIDIA Rubin首年量产供应链之外,主要采用韩国巨头SK海力士与三星的产品,形成韩系双寡头垄断局面。报告指出,目前无任何迹象表明NVIDIA会向美光采购HBM4,份额分配方面,SK海力士预计供应量的70%,三星拿下剩余30%。SemiAnalysis表示:“更具体地说,我们认为HBM4的竞争很可能...

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