消息称美光痛失英伟达 HBM4 大单,韩系双雄 SK 海力士、三星瓜分市场

IT之家
Feb 10

IT之家 2 月 10 日消息,SemiAnalysis 行业分析显示,韩系厂商 SK 海力士与三星将主导下一代高带宽内存市场,而美光(Micron)因技术路线受挫,或将痛失英伟达下一代 Rubin 芯片的 HBM4 订单,份额恐降至 0%。行业分析机构 SemiAnalysis 发布的最新报告指出,美光在 NVIDIA Rubin 平台的 HBM4 供应份额已被“清零”。相比之下,市场预计 SK...

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