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三星电子预计2027年HBM产能占比接近30%，将进一步挤压标准DRAM供给
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三星电子预计2027年HBM产能占比接近30%，将进一步挤压标准DRAM供给
发布时间：2026-09-29 15:25:03
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三星电子预计2027年HBM产能占比接近30%，将进一步挤压标准DRAM供给
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<article><section data-type="rtext"><p>【环球网科技综合报道】9月29日消息，据路透社报道，三星电子高管披露，预计2027年高带宽内存（HBM）将占到DRAM芯片制造商总晶圆产能的近30%，这一比例较当前约20%的水平将出现显著提升。</p><p><i class="pic-con"></p><p>三星电子副总裁金泰宇在相关场合表示，HBM与标准DRAM共享同一条晶圆产能线，两大产品线直接争夺相同的制造***，这意味着后续HBM产量的持续扩张，将直接对标准DRAM的市场供应形成限制。</p> <adv-loader __attr__inner="7004636" __attr__style="width: auto;position: relative;float: left;border: 1px solid #ebebeb; padding: 20px;overflow: hidden;margin: 10px 30px 40px 0;"></adv-loader> <p>作为AI算力体系中的核心元器件，HBM通过多层存储芯片垂直堆叠的特殊结构，能够让AI处理器以远超传统内存的速度读取和传输海量数据，是当前大模型训练、AI推理集群落地过程中不可或缺的硬件支撑。当前全球HBM市场呈现高度集中的寡头格局，主要由韩国SK海力士、三星电子以及美国美光科技三家企业主导。</p><p>结合近期行业动态来看，全球DRAM市场正处于AI需求驱动的超级上行周期，头部存储厂商纷纷将先进制程产能向HBM与高端DDR5倾斜，已有多家机构预测，全球服务器DRAM供不应求的态势将至少延续至2027年。随着三星等头部厂商持续调高HBM的产能占比，原本就偏紧的标准DRAM供给将进一步承压，后续消费级、传统服务器场景的存储芯片价格走势，也将受到这一产能结构调整的直接影响。（青山）</p></section><img src='/image/163342-0' alt='三星电子预计2027年HBM产能占比接近30%，将进一步挤压标准DRAM供给'> </div> </div> <div class="newshowbox_r"> <div class="newshowbox_r_t c"> <div class="newshow_pjs"> <div 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