位置：中游情绪：中性参考度：1/10
周三公布的最新数据显示，三星0005;子在全球高带宽内存（HBM）芯片市场格局发生变动，第二季度其市场份额下滑至第三位，美光科技升至第二位。
据行业追踪机构Counterpoint Research数据，4月至6月，三星电子占据全球HBM芯片市场17%份额，低于美光科技的21% 。而SK海力士以62%的市场占有率稳居首位。
HBM作为人工智能（AI）应用核心部件，因能显著提升数据中心数据处理速度，需求迅猛增长。尽管当下三星电子市场份额落后，但分析师预测，随着下一代产品HBM4全面进入英伟达供应链，其销量将增长。Counterpoint预计，三星电子明年在HBM市场份额将超30%。
上周消息，三星第五代12层HBM3E刚通过英伟达资格测ȯ..
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