三星电子AI热潮中落后痛失1260亿美元奋力追赶HBM4能否挽回败局?

智通财经网11-08

智通财经APP获悉，曾经的半导体领域霸主三星电子在人工智能繁荣发展的浪潮中面临挑战。尽管其在存储器等半导体领域长期占据主导地位，但在下一代高带宽内存(HBM)芯片方面，三星已落后于其长期竞争对手SK海力士。SK海力士凭借与AI芯片领导者英伟达建立的紧密关系，在HBM市场上取得了显著优势，导致三星的利润大幅下降，市值蒸发约1260亿美元。然而，三星正努力追赶，并计划在2025年下半年开始大规模生产...

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Can it save the defeat?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"HBM":1,"SSNLF":0.9,"NVDA":0.9,"00981":0.8,"L":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6},"content_text":"智通财经APP获悉，曾经的半导体领域霸主三星电子在人工智能繁荣发展的浪潮中面临挑战。尽管其在存储器等半导体领域长期占据主导地位，但在下一代高带宽内存(HBM)芯片方面，三星已落后于其长期竞争对手SK海力士。SK海力士凭借与AI芯片领导者英伟达建立的紧密关系，在HBM市场上取得了显著优势，导致三星的利润大幅下降，市值蒸发约1260亿美元。然而，三星正努力追赶，并计划在2025年下半年开始大规模生产下一代HBM4。多年来，三星一直是存储器技术的领导者，其地位无可争议，遥遥领先于韩国竞争对手SK海力士和美国竞争对手美光(MU.US)。然而，随着人工智能应用的兴起，如OpenAI的ChatGPT，训练这些应用所需的底层基础设施，特别是高带宽内存(HBM)，成为了关注的焦点。英伟达(NVDA.US)凭借其图形处理单元(GPU)在这一领域占据领先地位，这些GPU已成为科技巨头用于人工智能训练的黄金标准。然而，三星在HBM领域的投资却未能跟上市场的步伐。晨星股票研究主管Kazunori Ito指出，由于HBM长期以来一直是一种非常小众的产品，且堆叠DRAM所涉及的技术难度大、市场规模小，因此三星并没有集中资源进行开发。相比之下，SK海力士看准了这个机会，积极推出获准用于英伟达架构的HBM芯片，与这家美国巨头建立起密切的关系。值得一提的是，SK海力士9 月份季度营业利润创下历史新高。对此，Counterpoint Research 副总监 Brady Wang 表示：“凭借强大的研发投入和建立的行业合作伙伴关系，SK 海力士在 HBM 创新和市场渗透方面都保持优势。”尽管三星在HBM市场上起步较慢，但该公司正在努力追赶。三星透露，第三季度HBM总销量环比增长超过70%，并且名为HBM3E的产品已投入量产并开始销售。此外，三星还指出，其下一代HBM4的开发正在按计划进行，并计划在2025年下半年开始大规模生产。然而，三星能否在短期内东山再起，似乎与英伟达息息相关。一家公司必须通过严格的资格审查程序，才能获得英伟达的批准成为HBM供应商，而三星尚未完成这一审核。但分析师表示，如果三星能够获得英伟达的批准，这将为其打开大门，使其能够恢复增长，并与SK海力士进行更有效的竞争。三星发言人也表示，公司在HBM3E方面取得了重大进展，并完成了认证过程中的重要阶段，预计第四季度销售额将开始扩大。此外，Counterpoint Research副总监Brady Wang指出，三星在研发方面的实力以及该公司的半导体制造能力可以帮助其赶上SK海力士。总的来说，尽管三星在HBM市场上起步较慢，但该公司正在通过加大投资、提高产量和计划新一代产品的生产来努力追赶竞争对手。然而，三星能否成功东山再起，还需要看其能否获得英伟达等关键客户的批准，并充分利用其在研发和半导体制造方面的优势。更多港股重磅资讯，下载智通财经app更多港股及海外理财资讯，请点击www.zhitongcaijing.com（搜索“智通财经”）；欲加入智通港股投资群，请加智通客服微信(ztcjkf)","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":"Business Data","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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2481116185"}

三星电子AI热潮中落后痛失1260亿美元 奋力追赶HBM4能否挽回败局?

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三星电子AI热潮中落后痛失1260亿美元奋力追赶HBM4能否挽回败局?