[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcioe7bd0d7d":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},"dcioe7bd0d7d","三星扩大内存产能","\u002Fdoc\u002Fdcioe7bd0d7d","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>\u003Cspan>韩国媒体称，三星正在考虑扩大其\u003C\u002Fspan>4\u003Cspan>纳米晶圆代工产能，以支持\u003C\u002Fspan>HBM4\u003Cspan>基础裸片（\u003C\u002Fspan>base die\u003Cspan>）的生产。基础裸片是位于\u003C\u002Fspan>DRAM\u003Cspan>堆栈下方、将内存连接至\u003C\u002Fspan>AI\u003Cspan>加速器的逻辑层。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>与\u003C\u002Fspan> SK \u003Cspan>海力士采用台积电\u003C\u002Fspan>12\u003Cspan>纳米工艺制造\u003C\u002Fspan> HBM4 \u003Cspan>基础裸片不同，三星正使用其\u003C\u002Fspan>4\u003Cspan>纳米工艺在内部自行生产该组件。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>三星已将其目前\u003C\u002Fspan>4\u003Cspan>纳米产能的一半以上分配给\u003C\u002Fspan> HBM4 \u003Cspan>基础裸片生产。需求还来自其他客户，包括英伟达的\u003C\u002Fspan> Groq 3 LPU\u003Cspan>，这促使三星上调了新\u003C\u002Fspan>4\u003Cspan>纳米订单的价格。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>HBM \u003Cspan>竞赛竞争加剧\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>此次扩产正值三星加速\u003C\u002Fspan> HBM4 \u003Cspan>产能爬坡之际。公司预计\u003C\u002Fspan> HBM4 \u003Cspan>收入将在第三季度环比增长三倍以上，且\u003C\u002Fspan> HBM4 \u003Cspan>在下半年将占其\u003C\u002Fspan> HBM \u003Cspan>总收入的\u003C\u002Fspan>60%\u003Cspan>以上。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>三星的增长已在重塑竞争格局。\u003C\u002Fspan>Counterpoint \u003Cspan>数据显示，三星\u003C\u002Fspan> HBM \u003Cspan>收入份额从第一季度的\u003C\u002Fspan>21%\u003Cspan>升至第二季度的\u003C\u002Fspan>33%\u003Cspan>，而\u003C\u002Fspan> SK \u003Cspan>海力士占\u003C\u002Fspan>50%\u003Cspan>，美光占\u003C\u002Fspan>18%\u003Cspan>。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>该公司还在考虑为\u003C\u002Fspan> HBM5 \u003Cspan>新建一条\u003C\u002Fspan>2\u003Cspan>纳米产线，预计\u003C\u002Fspan> HBM5 \u003Cspan>的基础裸片将采用\u003C\u002Fspan>2\u003Cspan>纳米工艺。这可能进一步强化三星垂直整合的路线，将内存、逻辑制造和先进封装融为一体。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>SK \u003Cspan>海力士、美光承压\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>对\u003C\u002Fspan> SK \u003Cspan>海力士\u003C\u002Fspan>$SKHY \u003Cspan>和美光\u003C\u002Fspan> $MU\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>而言，就在\u003C\u002Fspan> AI \u003Cspan>基础设施支出驱动高带宽内存需求达到前所未有水平之际，三星更快的\u003C\u002Fspan> HBM4 \u003Cspan>爬坡构成了又一项竞争挑战。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>在今年\u003C\u002Fspan>6\u003Cspan>月，三星是首家完成\u003C\u002Fspan> HBM4 \u003Cspan>验证并开始出货的供应商，而\u003C\u002Fspan> SK \u003Cspan>海力士面临认证延迟，美光则仍更专注于\u003C\u002Fspan> HBM3E\u003Cspan>。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>花旗预计明年全球\u003C\u002Fspan> HBM 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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"]