三星称凭HBM4重回内存行业巅峰 计划本月量产

金吾财讯
Feb 11

金吾财讯 | 据外媒报道,三星电子芯片业务总裁兼首席技术官宋在爀周三表示,凭借其新一代HBM4技术,三星电子已重回内存行业巅峰,此番言论扭转了该公司股价的跌势。宋在爀在首尔举行的韩国国际半导体展览会(SemiconKorea)上发表了这番异常坚定的表态。此前,三星一位高管在今年1月曾公开支持“三星回归”的说法,进一步强化了市场预期——三星下一代HBM将获得AI芯片龙头英伟达公司的采用。三星计划于本月开始大规模生产HBM4,英伟达预计将成为其首位客户。

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