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"title": "下一代记忆体更贵了 三星HBM4报价传逾前代3倍",
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"description": "三星与主要客户洽谈2027年HBM4供应合约,报价每Gb 4美元,为HBM3E约1.5美元的3倍以上。 HBM4将取代现有旗舰产品,三星已开始协商新一代供应价格,谈判本月将进入最后阶段。 TrendForce估2027年HBM均价较今年涨121%。",
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"content": "<p>三星电子(<a data-symbol-template=\"GF:005930KS:FUTURES:STOCK\" href=\"#\">005930KS</a>) 传正与主要客户洽谈2027年下一代高频宽记忆体(HBM4)供应合约,提出的价格为现有旗舰产品HBM3E的3倍以上,计划借由产品世代交替提升获利能力。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6621443/l/2f7b0941ed0e3c7f3e0c31dd5847ac86.jpg\" alt=\"下一代记忆体更贵了 三星HBM4报价传逾前代3倍\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>韩国《每日经济》引述半导体产业消息人士报导,三星提出的HBM4报价落在每Gb 4美元的中高区间,相较之下,目前HBM3E价格约为每Gb 1.5美元。</p>\n\n<p>随着HBM4将取代现有旗舰产品,三星已开始与客户协商新一代产品的供应价格。</p>\n\n<p>HBM与传统DRAM的交易模式不同,主要透过年度长期合约供应,客户与制造商会提前协商隔年的供应量及价格。客户借此确保所需产量,制造商则依据订单资讯制定生产计划。</p>\n\n<p>目前,明年大部分主要HBM交易量已完成协商,预计本月价格谈判将进入最后阶段。</p>\n\n<p>报导指出,三星大幅调高报价,源于对HBM4效能的信心。三星HBM4的资料传输速度可稳定达到11.7Gbps,最高可达13Gbps,公司希望在产品升级之际提高获利能力。</p>\n\n<p>HBM4预计也将成为市场竞争的转捩点,使竞争重心从产量转向品质。目前,HBM制造商的竞争关键,在于通过辉达(<a data-symbol-template=\"USS:NVDA:STOCK:COMMON\" href=\"#\">NVDA-US</a>) 等主要客户的品质认证,进入供应链后再扩大供应量。</p>\n\n<p>不过,进入HBM4世代后,人工智慧对记忆体效能的要求进一步提高,产品之间的效能差异将成为决定价格的重要因素。</p>\n\n<p>市场研究机构TrendForce预测,受HBM4占比增加及供应短缺影响,2027年HBM平均售价将较今年上涨121%。美光科技(<a data-symbol-template=\"USS:MU:STOCK:COMMON\" href=\"#\">MU-US</a>) 近期也在财报公布后的电话会议上表示,明年HBM价格可能大幅上涨。</p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/hour/article-18518.html\" title=\"AI时代的「新石油」?晶片与资料中心双轮驱动 这一晶片材料年涨逾300%\">AI时代的「新石油」?晶片与资料中心双轮驱动 这一晶片材料年涨逾300%</a></li>\n <li><a href=\"/hour/article-18588.html\" title=\"中东原油出口量超过战前水准 油价下跌 但油轮遭袭击事件增加\">中东原油出口量超过战前水准 油价下跌 但油轮遭袭击事件增加</a></li>\n <li><a href=\"/hour/article-18589.html\" title=\"外资提款亚股 上周台股遭卖超2.25亿美金 10月反弹资金回流\">外资提款亚股 上周台股遭卖超2.25亿美金 10月反弹资金回流</a></li>\n <li><a href=\"/hour/article-18553.html\" title=\"美国担忧恐攻 部署在英国B-1轰炸机全部撤回\">美国担忧恐攻 部署在英国B-1轰炸机全部撤回</a></li>\n <li><a href=\"/hour/article-18580.html\" title=\"俄乌冲突升温冲击黑海出口 小麦连涨 全球食品价格恐攀升逾9%\">俄乌冲突升温冲击黑海出口 小麦连涨 全球食品价格恐攀升逾9%</a></li>\n <li><a href=\"/hour/article-18590.html\" title=\"通膨大甩锅!贝森特:美国「黄金时代」没到 全怪伊朗\">通膨大甩锅!贝森特:美国「黄金时代」没到 全怪伊朗</a></li>\n </ul>\n</div>",
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