新闻｜美光希望在2024年进入HBM市场

世界第三大DRAM企业美光公司将从2024年开始积极瞄准高带宽存储器(HBM)市场。市场专家预测，三星电子、SK海力士、美光的市场占有率竞争将会更加激烈。

Micron, the world's third-largest DRAM company, will actively target the high bandwidth memory (HBM) market starting in 2024. Market experts predict that the competition for market share among Samsung Electronics, SK Hynix, and Micron will become more intense.

据业内人士透露，美光在最近的财报电话会议上表示，已开发出业界最好的HBM3E产品，并将于2024年初开始生产，并取得可观的销量。HBM3E是hbm的下一代版本，被认为是比目前市场领先的产品HBM2和HBM3具有更高附加值的产品。

According to industry sources, Micron revealed during its recent financial report conference call that it has developed the industry's best HBM3E product and will commence production in early 2024, expecting significant sales volume. HBM3E, as the next-generation version of HBM, is believed to offer higher added value compared to the currently leading products, HBM2 and HBM3.

美光正在向包括英伟达在内的主要HBM企业客户发送HBM3E样品，让他们测试其性能。英伟达一直在向OpenAI、b谷歌、微软等公司提供人工智能加速器，其中HBM封装在其图形处理单元(gpu)中。人工智能加速器是用于推进生成式人工智能服务的服务器的关键组件。

Micron is currently sending HBM3E samples to major HBM enterprise customers including NVIDIA for performance testing. NVIDIA has been supplying artificial intelligence accelerators to companies such as OpenAI, Google, and Microsoft, with HBM packaged within its graphics processing units (GPUs). These artificial intelligence accelerators are key components for servers used to advance generative artificial intelligence services.

目前，HBM市场由三星电子和SK海力士主导。据市场调查公司TrendForce的预测，到2023年，三星电子和SK海力士的HBM市场占有率将分别为46%和49%，剩下的市场占有率将由美光公司占据。

Presently, the HBM market is predominantly led by Samsung Electronics and SK Hynix. According to market research firm TrendForce, by 2023, Samsung Electronics and SK Hynix are expected to hold 46% and 49% market share in the HBM market, respectively, leaving the remaining market share to be claimed by Micron.

在这种情况下，美光公司计划明年进军下一代HBM市场，预计将对三星电子和SK海力士产生负面影响。这是因为美光的HBM供应可能会缓解HBM短缺，并加剧HBM制造商之间的价格竞争。鉴于美光是一家美国公司，分析人士说，英伟达和AMD等大公司可能会青睐与美光具有相同国籍的产品。半导体业界有关人士表示:“随着美光宣布积极进军市场，竞争很可能会加剧。”

In this context, Micron plans to enter the next-generation HBM market next year, which is anticipated to have a negative impact on Samsung Electronics and SK Hynix. This is because Micron's HBM supply may alleviate HBM shortages and intensify price competition among HBM manufacturers. Given that Micron is a U.S.-based company, analysts suggest that major companies such as NVIDIA and AMD may favor products of the same nationality as Micron. Industry insiders in the semiconductor field commented, "With Micron announcing its active entry into the market, competition is likely to intensify."

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来源: Business Korea

连接: [https://www.businesskorea.co.kr/news/articleView.html?idxno=202819]

页面标题: [Micron Looks to Penetrate HBM Market in 2024]