SK海力士（SK Hynix）据估计将为英伟达（Nvidia）Vera Rubin平台提供约60%至70%的HBM4供货量，三星电子（Samsung）预计约占25%至30%。
据 NS3 报道，美光科技（Micron）将于6月24日公布财报，市场关注其对HBM需求及产能分配的业绩指引。
SK海力士据称拿下英伟达HBM4大头
2026-06-15 15:10:26
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