EPISODE · Jul 8, 2026 · 31 MIN
066【HBM】｜（二）三星：旧王能否王者归来
from AI每周谈
点击购买【存储产业全景图谱（个人版）】点击添加【AI每周谈】小助手播客用户也可以在微信搜索【四维逻辑】，关注后回复【闭门会】，即可添加小助手了解闭门会相关信息。本期节目的主角是三星，讲一讲这位存储旧王在 AI 时代的突围。三星曾靠规模、资本开支和周期能力长期统治存储市场，但在 HBM 这一轮机会中慢了半拍，关键位置先被海力士抢走。面对英伟达和云厂商主导的新路线图，三星必须把 HBM4、SOCAMM2、企业级 SSD、封装和代工能力整合起来，重新证明自己是 AI 服务器供应链里的默认选择。欢迎大家收藏我们在网易云音乐的通勤歌单：（在网易云直接搜“AI每周谈”也可以！）点这里收藏【AI每周谈】通勤歌单点击收听瑰丽七股系列本节目及相关内容归 AI每周谈 所有。未经授权，不得转载、搬运或用于商业用途。本节目内容仅供信息分享与学习参考，不构成任何投资建议。© 2026 AI每周谈...去小宇宙查看完整单集简介在小宇宙查看该单集文稿
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066【HBM】｜（二）三星：旧王能否王者归来
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