美光的弯道超车策略极_老虎社区_美港股上老虎

苍穹之剑888
05-16 19:21

美光的弯道超车策略极具战略眼光，他们跳过HBM3，直接将全部研发资源砸向更先进的HBM3E/HBM4，成功打入英伟达H200、B100及下一代Vera Rubin架构供应链。更关键的是，美光HBM产品的功耗比竞争对手低近30%，在数据中心场景下，功耗直接决定散热成本，是 hyperscaler 选型的核心指标。

# 三星、海力士巨震！回调or上涨，你更看好？

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