消息称三星已锁定约 70% 存储芯片产能至 2031 年,HBM 长协价仅为现货五分之一

IT之家
Sep 01

IT之家 9 月 1 日消息,随着人工智能基础设施建设持续推动高带宽内存(HBM)需求增长,据韩国媒体最新报道,三星已经通过长期供应协议(LTA)锁定了约 70% 的内存产能。 这些长期协议能够让三星客户获得远低于现货市场的价格。据报道,HBM 现货价格最高可达到长期协议价格的 5 倍。SEDaily 报道称,HBM 需求持续飙升,已经导致 DRAM 市场供应趋紧。HBM 可以理解为将多层...

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