金吾财讯 | SK海力士新一代HBM4E交付信息提振，港股存储概念股午后持续拉升，截至发稿，南方两倍做多海力士(07709)涨16.57%，兆易创新(03986)涨8.01%，南方两倍做多三星电子(07747)涨6.84%，澜起科技(06809)涨5.71%。消息面上，SK海力士新近宣布，已向主要客户交付了新一代AI用DRAM——HBM4E的12层堆叠样品。据介绍，HBM4E与上一代HBM4(第六代)相比，实现了运算性能和功耗效率方面的大幅提升。新款HBM4E每引脚(pin)最大数据处理速度达16Gbps，能效较前代型号提升超过20%，可有效增强AI训练和推理的数据处理能力。同时，新一代HBM4E耐热性能提升17%，进一步保障了高性能计算环境中保障存储芯片的运行稳定性。
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