美國HBM 4，真的出局了？

半導體芯聞

02/10

如果您希望可以時常見面，歡迎標星收藏哦~儘管有觀察認為總部位於美國的 Micron 可能會被排除在 NVIDIA 的首批第六代高帶寬內存 (HBM4) 供應鏈之外，但也有觀點認為 Micron 被排除在早期供應鏈之外的可能性很低，因為 NVIDIA 正在尋求使其 HBM4 市場的供應商多元化。據半導體分析公司SemiAnalysis和業內人士2月10日透露，分析結果顯示，美光將被排除在...

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18:27","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2610646091","market":"us","top_or_hot":-1,"title":"美國HBM 4，真的出局了？","media":"半導體芯聞","content":"<div>\n<p>如果您希望可以時常見面，歡迎標星 收藏哦~儘管有觀察認為總部位於美國的 Micron 可能會被排除在 NVIDIA 的首批第六代高帶寬內存 (HBM4) 供應鏈之外，但也有觀點認為 Micron 被排除在早期供應鏈之外的可能性很低，因為 NVIDIA 正在尋求使其 HBM4 市場的供應商多元化。據半導體分析公司SemiAnalysis和業內人士2月10日透露，分析結果顯示，美光將被排除在...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260210184651a6ea3348&s=b\">網頁鏈接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美國HBM 4，真的出局了？</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美國HBM 4，真的出局了？\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">半導體芯聞</strong><span class=\"h-time small\">2026-02-10 18:27</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>如果您希望可以時常見面，歡迎標星 收藏哦~儘管有觀察認為總部位於美國的 Micron 可能會被排除在 NVIDIA 的首批第六代高帶寬內存 (HBM4) 供應鏈之外，但也有觀點認為 Micron 被排除在早期供應鏈之外的可能性很低，因為 NVIDIA 正在尋求使其 HBM4 市場的供應商多元化。據半導體分析公司SemiAnalysis和業內人士2月10日透露，分析結果顯示，美光將被排除在...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260210184651a6ea3348&s=b\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260210184651a6ea3348&s=b\">半導體芯聞</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE000YTNTUN2.SGD","symbol_name":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260210184651a6ea3348&s=b","article_id":"2610646091","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260210184651a6ea3348&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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