三星电子向NVIDIA供应HBM3E

半导体行业观察10:43

如果您希望可以时常见面，欢迎标星收藏哦~来源：内容编译自zdnet，谢谢。据了解，三星电子和NVIDIA顺利完成了近期有关HBM3E（第五代高带宽内存）的审核。虽然该产品的量产供应速度比最初预期的要慢，但由于之前提出的质量问题得到了解决，因此得到了积极的评价。不过，这种尽职调查是HBM供应的中间过程，与最终的质量测试没有直接关系。因此，有很多意见认为，我们需要再等待一段时间才能看到两家公司之间的...

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收藏哦~来源：内容编译自zdnet，谢谢。据了解，三星电子和NVIDIA顺利完成了近期有关HBM3E（第五代高带宽内存）的审核。虽然该产品的量产供应速度比最初预期的要慢，但由于之前提出的质量问题得到了解决，因此得到了积极的评价。不过，这种尽职调查是HBM供应的中间过程，与最终的质量测试没有直接关系。因此，有很多意见认为，我们需要再等待一段时间才能看到两家公司之间的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202410031048179f2623a5&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00B19Z8X17.USD","symbol_name":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202410031048179f2623a5&s=b","article_id":"2472634131","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202410031048179f2623a5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","NVDA":"英伟达","BK4592":"伊斯兰概念"},"translate_title":"Samsung Electronics Supplies HBM3E to NVIDIA","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SSNLF":1,"NVDA":0.7,"L":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6},"content_text":"如果您希望可以时常见面，欢迎标星 收藏哦~来源：内容编译自zdnet，谢谢。据了解，三星电子和NVIDIA顺利完成了近期有关HBM3E（第五代高带宽内存）的审核。虽然该产品的量产供应速度比最初预期的要慢，但由于之前提出的质量问题得到了解决，因此得到了积极的评价。不过，这种尽职调查是HBM供应的中间过程，与最终的质量测试没有直接关系。因此，有很多意见认为，我们需要再等待一段时间才能看到两家公司之间的HBM3E业务前景。据业内人士2日透露，英伟达上月底访问了三星电子平泽园区，并对HBM进行了尽职调查。三星电子平泽工厂（照片来源：三星电子）多位知情官员解释说，“NVIDIA 最近访问了平泽园区，并对 8 层 HBM3E 进行了检查”，并补充道，“得出的结论是，最近出现的 HBM 质量问题在这次检查中得到了解决。”HBM3E 是最新一代商用 HBM。以三星电子为例，它持续进行质量测试，向 Nvidia 供应 8 层和 12 层产品。最初，业界预计8层产品的结果将在8月或9月发布，但官方质量批准尚未发布。据了解，主要问题是电力不足。尽职调查是客户参观制造商的工厂，检查量产线和产品的行为。在业界，它被视为在通过质量测试之前必须完成的惯例程序。预计通过此次尽职调查，三星电子将能够顺利完成8层HBM3E的内部量产准备工作。不过，实际检查与Nvidia的质量测试结果无关。在质量测试中，不仅要验证HBM本身，还必须额外验证与系统半导体结合的封装阶段的良率和性能。因此，分析认为三星电子的HBM3E是否会立即批量供应Nvidia的高性能AI加速器“H200”和“B100”还有待观察。业内消息称，该计划更有 可能首先应用于低价客户芯片等非主流产品。事实上，三星电子今年向 Nvidia 的“H20”芯片供应 HBM3，该芯片降低了 H200 的性能以瞄准中国市场。一位业内人士解释说，“HBM3E的质量问题在最近一次检查中得到解决，这是一个积极的迹象”，但“由于全面量产供货的最终质量测试不断推迟，实际影响仍然存在”。原文链接https://zdnet.co.kr/view/?no=20241002112859","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"Company Corporation","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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