Event ·Multi-source

美光HBM月产能2026年底或达10万片

美光计划将HBM晶圆月度投片量从2025年底的4-5万片提升至2026年底的10万片，实现一年内翻倍。美光重点生产12Hi HBM4产品，该产品在其整体HBM产量中的占比将从2026年初的20-30%提升至50%。目前SK海力士和三星电子的HBM月产能均在15-20万片晶圆左右，高于美光2025年底水平。

Current read

美光HBM产能翻倍，重点供应NVIDIA Rubin GPU，12Hi HBM4占比将大幅提升。

11 sources58° AI heatLast updated 2026/9/4 09:04:40

Evidence

11 sources

Primary sourceIT之家

2026/9/4 09:04:40View source

Related source 1NVIDIA AI

2026/9/2 18:28:16View source

Related source 2Tech in Asia

2026/9/3 02:05:32View source

Related source 3AI Will

2026/9/3 07:17:27View source

Related source 4Decoder

2026/9/3 08:22:02View source

Related source 5Clement Delangue

2026/9/3 12:04:13View source

Related source 6Thomas Wolf

2026/9/3 12:10:22View source

Related source 7techcrunch

2026/9/3 12:42:45View source

Related source 8shao__meng

2026/9/3 12:50:38View source

Related source 9歸藏(guizang.ai)

2026/9/3 15:01:42View source

Related source 10ollama

2026/9/3 17:25:11View source

Conflict check

Dedup data only shows that these sources discuss the same event, not that they agree. There is no structured supporting or refuting evidence yet, so no conflict is inferred automatically.

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