当三星在HBM4时代弯道超车,重新获得英伟达的青睐并可能承接最大份额订单,低利润的2D NAND就成为产能重构下的弃子。2026 年 2 月末,三星电子宣布将关停其韩国华城工厂 12 号线的 2D NAND 闪存生产 —— 这是三星最后一条 2D NAND 产线,此举标志着自 2002 年开启的平面闪存量产时代正式落幕。这座月产能达 8 万至 10 万片 12 英寸晶圆的产线,将于 2026 年 ...
Source Link当三星在HBM4时代弯道超车,重新获得英伟达的青睐并可能承接最大份额订单,低利润的2D NAND就成为产能重构下的弃子。2026 年 2 月末,三星电子宣布将关停其韩国华城工厂 12 号线的 2D NAND 闪存生产 —— 这是三星最后一条 2D NAND 产线,此举标志着自 2002 年开启的平面闪存量产时代正式落幕。这座月产能达 8 万至 10 万片 12 英寸晶圆的产线,将于 2026 年 ...
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