在全球半导体行业中，SK海力士（SK Hynix）作为存储芯片的领导者，其股价的剧烈波动总是能引发市场的高度关注。最近，该公司股价在开盘时骤然下跌10.9%，这不仅引发了投资者的担忧和媒体的聚焦，也进一步激起了对未来存储芯片市场竞争态势的讨论。这一变动的背景，与英伟达（NVIDIA）近期对三星（Samsung）8层HBM3E人工智能存储芯片的批准密不可分。

Samsung Electronics (Samsung) plans to release an enhanced version of HBM3E as it works to close the gap with SK Hynix in HBM ...

SK 海力士仍然是英伟达最先进的 AI 芯片的独家供应商，尤其是即将推出的 Blackwell 系列中采用 12 层 HBM3E 芯片的芯片。 IT之家注意到，去年 12 月有 ...

SK 海力士仍然是英伟达最先进的 AI 芯片的独家供应商，尤其是即将推出的 Blackwell 系列中采用 12 层 HBM3E 芯片的芯片。 IT之家注意到，去年 12 月有 ...

SK 海力士仍然是英伟达最先进的 AI 芯片的独家供应商，尤其是即将推出的 Blackwell 系列中采用 12 层 HBM3E 芯片的芯片。 IT之家注意到，去年 12 月有 ...

Nvidia (NASDAQ:NVDA) has approved Samsung Electronics (KS:005930) 8-layer HBM3E chips for artificial intelligence ...

The surprising news about DeepSeek’s new AI model caused a rout in global chip stocks. Read more at straitstimes.com.

另外，据知情人士透露，三星电子已成功获得向英伟达供应其8层HBM3E高带宽存储芯片的许可。尽管在HBM技术领域，三星电子仍面临来自SK海力士和美 ...

Samsung has reportedly been approved to provide its 8-layer HBM3E memory to NVIDIA, will be used in less-powerful AI GPUs headed to China.

Samsung Electronics (Samsung) plans to release an enhanced version of HBM3E as it works to close the gap with SK Hynix in HBM supply and DRAM development. The company aims to double... SK Hynix is ...

Samsung Electronics (SSNLF) received approval to supply its high-bandwidth memory, or HBM, chips to Nvidia (NVDA).

The HBM market is currently led by SK hynix and Samsung, with Micron Technology ( NASDAQ:MU) playing a smaller role. SK hynix ...