B300人工智能加速器
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三星电子HBM3E芯片据悉通过英伟达测试 在韩股价涨超5%
智通财经网· 2025-09-22 02:22
Core Viewpoint - Samsung Electronics' stock price in South Korea has surged to its highest level in over a year, increasing by 5.3% and reaching its peak since August 2024, driven by the recent qualification of its fifth-generation 12-layer HBM3E chips by NVIDIA [1] Group 1: Stock Performance - Samsung's stock has risen approximately 20% this month due to the anticipated demand for semiconductor storage chips in the AI sector [1] - The stock price increase marks the highest level in over a year, indicating strong market confidence [1] Group 2: Product Development - The fifth-generation 12-layer HBM3E chips recently passed NVIDIA's qualification tests after 18 months of development, overcoming previous performance challenges [1] - These chips are critical for NVIDIA's flagship B300 AI accelerator and AMD's MI350 systems, highlighting their importance in the AI hardware ecosystem [1] Group 3: Market Demand - The demand for semiconductor storage chips is expected to lead to a supply shortage next year, particularly driven by the growth in the AI industry [1]