智通财经01-29
智通财经APP获悉，据周二的报道称，韩国存储芯片制造商SK海力士已斩获英伟达(NVDA.US)最新人工智能(AI)与高性能计算平台Vera Rubin的约70%高带宽内存(HBM)订单。
知情人士表示，SK海力士拿下的英伟达Vera Rubin平台HBM4产品订单占比达70%，这一比例远超此前市场预估的50%。市场预测，2026年SK海力士将占据全球HBM4市场54%的份额，三星(SSNLF.US)与美光(MU.US)则分别以28%和18%的占比紧随其后。目前，英伟达和AMD(AMD.US)也已完成对三星HBM4产品的质量测试。
这一消息发布当日，SK海力士公布了2025年第四季度财报，受AI基础设施快速发展带动存储芯片需求攀升影响，公司营收与营业利润均创下历史新高。
SK海力士同时宣布，将在美国设立一家AI解决方案公司(暂定名为AI Company)，以此挖掘AI领域新的增长引擎。
本周早些时候有报道称，SK海力士将成为微软(MSFT.US)新款AI芯片Maia 200的先进存储芯片独家供应商。
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