公众号记得加星标⭐️，第一时间看推送不会错过。 美光也对 HBM4 表现出了信心。这三家内存公司已经向英伟达等主要客户提供了 HBM4 样品。然 而，三家公司的生产计划各不相同：SK 海力士和三星电子计划在今年下半年推出 HBM4，而美光的 目标是明年。 Sadhana CBO 表示："我们的 HBM4 将与 HBM3E 采用相同的 1β 节点生产，这是一个非常成熟且 性能卓越的节点。"他补充道："相比之下，我们的一个竞争对手正试图在 1c 节点上生产 HBM4，这 将需要额外的工作来验证新技术。"1β 工艺是美光公司对第五代 10 纳米 DRAM 的命名，而下一代 1c 是第六代 10 纳米 DRAM，据信三星电子将从 HBM4 开始应用。 对于下一代产品HBM4E（第七代），Sadhana CBO表示："一些客户正在寻找将GPU逻辑集成到 HBM4E的HBM基础芯片中的定制产品。"他指出，"这种定制开发将产生高昂的费用，因此我们将只 与少数供应商合作，这可能会改变市场格局。" 另一方面，尽管一些业内人士预计SK海力士将很快宣布售罄，但ZDNet指出，人们对其合同最终敲 定的进展感到担忧。报道称，在第二季度 ...

Core Viewpoint - SK Hynix has surpassed Samsung Electronics to become the leading DRAM manufacturer in the first quarter of 2023, marking a significant shift in market leadership [1][2]. Market Share Analysis - In Q1 2023, SK Hynix achieved a DRAM market sales revenue of $9.72 billion, capturing a market share of 36%, while Samsung Electronics held a 33.7% share and Micron had 24.3% [1]. - The market share of SK Hynix slightly decreased from 36.6% in Q4 2022, while Samsung's share dropped significantly from 39.3% [1][2]. - In Q1 2022, Samsung's market share was 43.9% compared to SK Hynix's 31.1%, indicating a rapid narrowing of the gap over the past year [2]. Product Development and Strategy - The shift in market dynamics is attributed to the increased shipment of high-value products like HBM3E by SK Hynix, while Samsung faced challenges in selling HBM products to China, leading to a decline in HBM3E shipments [2]. - SK Hynix is currently the exclusive supplier of NVIDIA's fifth-generation HBM3E and has provided samples of the next-generation HBM4 [2]. - Samsung is implementing a strategy to regain competitiveness in the HBM sector by reducing production of older HBM models and focusing on the latest products, particularly HBM4 [3]. Market Outlook - The global DRAM market sales in Q1 2023 decreased by 5.5% to $27.01 billion due to falling contract prices and reduced HBM shipments [3]. - TrendForce predicts a recovery in the DRAM market in Q2 2023 as PC and smartphone manufacturers adjust inventory and increase production [4].