[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio79e35bb8":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio79e35bb8","三星(SSNLF)HBM4良率突破80%大关，正式迈入“黄金良率”阶段，三季度营收料增三倍","\u002Fdoc\u002Fdcio79e35bb8","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp> \u003C\u002Fp>\n\u003Cp>\u003Cspan>美股投资网获悉，据报道，三星电子(SSNLF)第六代高带宽内存HBM4的良率已从量产初期的不足60%大幅攀升至80%左右，提前达到公司此前设定的年底目标。据悉，业界将80%的良率称为“黄金良率”，这一突破意味着三星在HBM4的盈利能力和大规模供应上迈出关键一步。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>今年2月，三星在全球率先启动HBM4的量产供货，但初期良率仅有不到六成。经过约半年的工艺优化，良率实现了快速稳定。报道援引业内人士消息称，三星原计划在2026年底前达成80%良率，如今进度明显超前。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>针对良率提升的原因，报道指出，三星在热压非导电膜(TC-NCF)工艺上的改进是良率提升的重要支撑;而其他分析人士则强调，HBM4所采用的1c DRAM基础芯片良率的提高同样功不可没。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>随着“黄金良率”的兑现，三星的产能扩张和盈利改善预期显著增强。公司明确，第三季度HBM4的营收将环比增长逾三倍，且在下半年，HBM4占三星整体HBM营收的比重将超过六成。在市场份额方面，三星已将年底HBM市占率目标设定在38%左右，与其在DRAM领域的份额看齐。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>分析认为，HBM4产出的扩大，不仅能有力支撑英伟达(NVDA)下一代AI加速器Vera Rubin的生产，也有助于英伟达等大客户实现供应链的多元化，摆脱对单一供应商的过度依赖。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>韩国祥明大学系统半导体工程教授Lee Jong-hwan表示，从英伟达等大客户的角度来看，供应链来源多元化显然比依赖单一供应商更具优势。三星若能充分利用HBM4供货规模扩大的契机，将有望迅速巩固其市场主导地位。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>值得注意的是，三星的竞争对手SK海力士(SKHY)在HBM4上同样进展迅速。据业内人士估算称，SK海力士的HBM4良率也已达到80%左右。凭借其在多代HBM产品上积累的量产经验，以及独有的先进质量回流模塑底部填充(MR-MUF)技术，业界普遍预期SK海力士将在下半年顺利推进产能爬坡。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 每天处理千万级股票数据：捕捉期权大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准交易信号第一时间发到您手机APP！\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp> \u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FG\u002FGOLD\u002FGOLD.jpg","2026-08-11T19:30:43","2026.08.11","2026\u002F08\u002F11",45649,[22],"Gold","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]