三星、美光、英特尔分食英伟达大单:三星代工LPU,美光量产HBM4

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英伟达GTC 2026大会不仅是一场产品发布秀,更是一次供应链格局的重新洗牌。随着英伟达下一代AI平台Vera Rubin的架构细节逐步落地,三星、美光、英特尔三大芯片巨头在其中扮演的角色也随之浮出水面。据TrendForce报道,在最受关注的供应链动态中,英伟达CEO黄仁勋首次公开确认,旗下Groq 3 LPU由三星代工生产;美光则宣布HBM4已于2026年第一季度进入量产阶段,打破此前被排除在...

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