05/01/2025, 03:17 AM UTC
三星退出HBM2E市场，聚焦HBM3E和HBM4Samsung Exits HBM2E Market, Focuses on HBM3E and HBM4
➀ 三星电子正在减少DDR4内存的生产，并缩减其HBM2E业务，以专注于HBM3E和HBM4产品。
➁ 分析师认为，这一举措是对中国成熟工艺内存企业崛起的回应，迫使三星退出竞争激烈的低成本领域。
➂ 三星正致力于通过Nvidia的HBM3E认证来提高产量，并在新兴的HBM4市场中取得早期领导地位。
➀ Samsung Electronics is reducing production of DDR4 memory and scaling back its HBM2E business to focus on HBM3E and HBM4 products.
➁ Analysts believe this move is a response to the rise of Chinese firms in mature-process memory, forcing Samsung to retreat from segments with intense low-cost competition.
➂ Samsung is aiming to pass Nvidia's HBM3E certification to boost production and gain early leadership in the emerging HBM4 market.
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