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SK海力士記憶體收入首次超越三星 成爲全球最大製造商
阿思達克 08-01 00:06
南韓晶片製造商SK海力士(SK Hynix)第二季首度超越三星電子,成爲全球最大記憶體製造商,主因是生成式人工智能(AI)驅動的高頻寬記憶體(HBM)需求大增。 根據SK海力士早前公佈的業績,其第二季記憶體收入21.8萬億韓圓,高於三星同期的21.2萬億韓圓,是SK海力士首次在整體記憶體業務上領先三星。 外電引述市場研究機構Counterpoint數據,SK海力士目前在高頻寬記憶體(HBM)市場佔有高達62%出貨量,AI晶片龍頭英偉達(NVDA.US)亦是其主要客戶,但三星在市場上僅佔17%。
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