[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"news-detail:ZX20240506_70358895":3},{"code":4,"data":5},0,{"unicode":6,"title":7,"categoryId":8,"categoryName":9,"industryId":10,"industryName":11,"origin":12,"originAuthor":13,"originRemark":14,"originUrl":15,"pic":16,"content":17,"numRead":18,"numLike":4,"createTime":19,"hadFav":4,"hadLike":4,"status":4,"memberUnicode":20,"companyLogo":21,"companyName":22,"corporateVideoUrl":23,"collected":4,"corporate3dCover":24,"corporate3dUrl":25,"corporate3dId":26,"companyUnicode":27,"focusFlag":28,"exhibitionMainInfoVO":29},"ZX20240506_70358895","消息称英伟达“煽动”三星与SK海力士之间的竞争，以降低HBM价格","1242381412612444162","行业动态","1245513623956107264","其它行业",1,"","http:\u002F\u002Ftech.ifeng.com\u002F","https:\u002F\u002Ftech.ifeng.com\u002Fc\u002F8ZL0YqiATv8","https:\u002F\u002Fx0.ifengimg.com\u002Fres\u002F2024\u002FB0582A4C2B602B06CE39C3182E226ADA6B1C38DE_size61_w640_h419.jpg","\u003Cdiv class=\"index_text_D0U1y\">\n \u003Cp>IT之家 5 月 5 日消息，当地时间周五，据韩媒 Business Korea 援引分析师消息称，英伟达正在刺激三星电子与 SK 海力士之间的竞争，这两家企业当前正处于 HBM（IT之家注：高带宽内存）市场的“头部”地位。\u003C\u002Fp>\n \u003Cp class=\"textAlignCenter\">\u003Cimg class=\"empty_bg\" src=\"https:\u002F\u002Fx0.ifengimg.com\u002Fres\u002F2024\u002FB0582A4C2B602B06CE39C3182E226ADA6B1C38DE_size61_w640_h419.jpg\" src=\"data:image\u002Fpng;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\" style=\" width: 640px; height: 419px;\">\u003C\u002Fp>\n \u003Cp>在三星电子宣布要加强“技术领先”地位的同时，有迹象表明 HBM 市场的竞争正在加剧。上述分析师认为，英伟达的目的是通过使两家公司之间的竞争加剧，从而降低向自己供应的 HBM 的价格。\u003C\u002Fp>\n \u003Cp>报道引述华尔街和业内消息人士说法，称英伟达股价在纽约证券交易所呈下跌趋势，而 AMD 等同行近期的表现和预测也没能达到市场预期。\u003C\u002Fp>\n \u003Cp>上述种种，引发了业界对于英伟达财报数据的担忧，HBM 价格大幅上涨成为原因之一。报告显示，第三代 HBM——HBM3 DRAM 的价格自 2023 年以来已经上涨了 5 倍多，对开发成本的影响进一步加剧。\u003C\u002Fp>\n \u003Cp>报道称，近期围绕 Nvidia 在 HBM 市场上的信息“含糊不清”，从而引发了人们对故意煽动竞争的猜测。英伟达据悉“故意泄露”相关信息，煽动现有供应商、潜在供应商之间的竞争，以压低 HBM 价格。在此之前，英伟达黄仁勋与 SK 集团会长崔泰源曾于 3 月 25 日在硅谷会面，被视作“似乎与上述策略有关”。\u003C\u002Fp>\n \u003Cp>“价格战”开打的同时，技术竞赛也会随之到来。若从长远来看，其具备积极影响，因为三星、SK 海力士都从根本上希望提高自身技术能力，使 HBM 速度更快、价格更合理，增强整体的市场竞争力。\u003C\u002Fp>\n\u003C\u002Fdiv>",197,"2024-05-06 09:34:33","2299021137","https:\u002F\u002Fimages6396289.oss-accelerate.aliyuncs.com\u002F2299021137\u002F207k1en0gl\u002F39556b555c5294a73c851a6d064c914.png","云展 动力","https:\u002F\u002Fimages6396289.oss-accelerate.aliyuncs.com\u002F2299021137\u002Fow873ffgpa\u002F鸿威宣传视频.mp4","https:\u002F\u002Fimages6396289.oss-accelerate.aliyuncs.com\u002F2299021137\u002Fbx9hvodhys\u002F广州本部.jpg","https:\u002F\u002Fwww.ysdli.com\u002Fspc.html?m=luNgqWJZN","1405769664983003136","c99s2fxwoa6zj",-2,null]