MacBook Neo涨价100美元至699美元，MacBook Air涨价200美元至1,299美元；苹果称AI数据中心需求与消费硬件争夺内存供应，致使成本以前所未有的速度攀升
A JEDEC-standardized stacked DRAM technology delivering terabytes-per-second bandwidth for AI accelerators, dominated by South Korean makers SK Hynix and Samsung.
完整档案 ›The global race to manufacture advanced chips pits Taiwan, South Korea, the United States, and China against one another, with control of AI hardware supply at stake.
Micron Technology (Boise, Idaho) is the only major US memory manufacturer, holding around 21% of global HBM capacity as AI-driven demand rewrites the semiconductor supply chain.
South Korea's largest company, the world's dominant DRAM and NAND flash maker, whose HBM allocation and foundry capacity are central to the global AI chip supply chain.
South Korea's second-largest chipmaker and the world's dominant high-bandwidth memory supplier, whose HBM allocation decisions shape the pace of global AI hardware deployment.
2026财年第三季度6月24日公布，AI存储带动营收创历史新高，数据中心营收增长约150%，全年HBM产能已全部预订
晶圆级芯片挑战者单季营收达1.93亿美元，新增AWS合作，此前刚完成半导体史上最大IPO
首尔双边会谈促成HBM4E样品交付及LP40代工洽谈；特斯拉A16将在得克萨斯州泰勒工厂制造；三星以自研2纳米基础芯片押注HBM5重返竞争
黄仁勋确认三星、SK海力士、美光于6月5日通过HBM4认证；SK海力士持有Rubin约60-70%产量，12层堆叠定价超600美元