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Leooof
#SK海力士Q3财报在即，HBM4能否提振盈利？ 三星正在快速缩小差距。其HBM4良率已提升至约八成，Q3 HBM4销售额环比增至三倍以上，HBM营收份额从Q1的21%升至Q2的33%。SK海力士的份额则从58%降至50%。这意味着HBM4世代的竞争逻辑，从“谁能独家供货”转向了“谁能以更优良率稳定交付更大规模”。
但这不意味着SK海力士的护城河消失。其HBM3E良率已达80%-90%，HBM4良率正朝类似水平推进。在英伟达首批HBM4订单中，SK海力士仍有望拿下50%-60%以上的份额，部分机构更预测其在Rubin平台供货占比可达约70%。三星的追赶会压缩超额利润空间，但SK海力士在先发良率与客户信任上的积累，使其在HBM4放量周期中仍处于第一供应商位置。
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