Samsung cuts HBM3E chip prices by 30% to regain market share

智通財經
2025.10.28 00:54
隨着人工智能的蓬勃發展，內存行業的供需進一步緊張，HBM 仍然是一項關鍵資源。存儲龍頭三星電子正致力於重奪主導地位，據報道，在其 12 層 HBM3E 認證延遲後，三星已推出 30% 的降價策略，試圖迎頭趕上。隨着 HBM4 預計將於 2026 年問世，預計三星將保持其激進的定價優勢，初始報價將比對手低約 6%~8%。預計到 2026 年，HBM3E 的平均價格將下降。三星已率先大幅降價，比競爭對手低約 30%。
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