三星 HBM3E 芯片猛砍 30% 价格,意图夺回市场份额

Zhitong
2025.10.28 00:54

With the rapid development of artificial intelligence, the supply and demand in the memory industry have become increasingly tight, and HBM remains a key resource. Storage giant Samsung Electronics is striving to regain its dominant position. According to reports, after a delay in the certification of its 12-layer HBM3E, Samsung has implemented a 30% price reduction strategy in an attempt to catch up. With HBM4 expected to be launched in 2026, Samsung is anticipated to maintain its aggressive pricing advantage, with initial offers expected to be about 6% to 8% lower than its competitors. It is expected that the average price of HBM3E will decline by 2026. Samsung has taken the lead in significantly reducing prices, being approximately 30% lower than its competitors