技术档案

动态随机存取存储器DRAM

需刷新的易失性内存

每条都摘自下方编号的来源原文；只写事实，不写预测或建议。

已有应用

美光为英伟达Vera Rubin设计的HBM4 36GB 12H在2026年第一季度开始批量出货。2
Micron Technology, Inc. (Nasdaq: MU), has begun volume shipment of its HBM4 36GB 12H in the first quarter of calendar year 2026 and is designed for NVIDIA Vera Rubin.

为何此时

Counterpoint称2026年第三季度DRAM位元出货环比仅增约4%，营收却接近2000亿美元。3
"Bit shipments rose only about 4% this quarter, yet DRAM revenue reached nearly $200 billion, close to 5x a year ago.

主要参与者

SK海力士向全球客户供应DRAM和NAND闪存芯片。1
SK hynix Inc., headquartered in Korea, is the world's top tier semiconductor supplier offering Dynamic Random Access Memory chips ("DRAM") and flash memory chips ("NAND flash") for a wide range of distinguished customers globally.

相关卡片

2026-11-05客户抢购 DRAM，内存厂三星拿下近 2000 亿美元季度营收的 38%

来源