金吾财讯 | 英伟达(NVDA)正式公开新一代HBM4芯片供应链认证名单，三星电子(SSNLF)、SK海力士(HXSCL)、美光科技(MU)三家头部存储厂商全部通过资质审核，为其下一代Vera Rubin AI平台供应核心高带宽内存芯片。目前三家厂商均已投产备货，全力匹配新品迭代节奏。
英伟达官宣Vera Rubin服务器已全面投产，预计2026年第三季度正式交付，设备搭载TB级HBM4显存，依托全新CPU与GPU集群架构，大幅提升AI算力性能。供应链体系的稳定落地，为英伟达新一代AI硬件规模化出货提供核心保障。
此外，英伟达持续加码韩国产业布局，计划筹建本地研发中心，并与当地科技、制造企业开展深度合作，完善亚太区域技术研发与供应链协同体系，进一步夯实全球AI硬件产业链优势。
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