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SK海力士（SK Hynix）正在加速推进其第七代高带宽存储器（HBM4E）的开发，计划在2026年实现量产。这一进程比原计划提前了一年，以应对人工智能（AI）领域对半导体需求的快速增长[3][4][6][9]。### HBM4E的技术进展1. 性能提升： - HBM4E的带宽预计比前一代HBM4提高1.4倍，能效显著提升[4][10]。 - 采用第六代10纳米级1c工艺技术，预计将带来40%的带宽提升、30%的密度提升和30%的能效提升[17]。2. 集成计算和缓存功能： - SK海力士计划在HBM结构的基础芯片上安装存储控制器，实现计算、缓存和网络内存等多种功能[10]。 - 这种创新设计旨在为多用途HBM解决方案奠定基础，尽管其对高性能计算市场的具体影响尚不明确，但性能提升是可以预期的[10]。3. 与台积电的合作： - SK海力士与台积电签署了谅解备忘录（MOU），双方将合作开发HBM4，并加强HBM与逻辑层的先进封装技术[2][5][8][12]。 - 通过采用台积电的先进制程工艺，SK海力士希望在性能和功效方面实现新的突破[8][12]。### 市场竞争与前景- HBM市场竞争激烈，SK海力士面临来自三星和美光等公司的压力[9][13]。- 与台积电的合作增强了SK海力士在HBM产品开发上的实力，有助于其在市场中保持领先地位，并推动HBM产业的持续创新[8][12]。### 结论SK海力士通过加速HBM4E的开发和与台积电的合作，力图在2026年实现量产，并在性能和能效上取得显著提升。这些努力不仅有助于满足AI领域日益增长的需求，还将巩固其在高带宽存储器市场中的领导地位。引用：[1] [News] Samsung and SK Hynix Urgently Reallocate 20% of DRAM ... https://www.trendforce.com/news/2024/05/14/news-samsung-and-sk-hynix-urgently-reallocate-20-of-dram-production-capacity-to-support-rising-hbm-demand/[2] SK海力士希望进一步提升HBM4E性能：将集成计算和缓存功能 - 超能网 https://m.expreview.com/94026.html[3] SK Hynix aims to manufacture HBM4E in 2026 | ChinaFlashMarket https://en.chinaflashmarket.com/news/view?id=14192[4] SK Hynix announces HBM4E: Next generation of high-performance ... https://www.igorslab.de/en/sk-hynix-kuendigt-hbm4e-an-naechste-generation-des-hochleistungsspeichers-kommt-2026/[5] SK海力士希望进一步提升HBM4E性能：将集成计算和缓存功能 - 网易 https://www.163.com/dy/article/J3CGNATQ05118EDB.html[6] SK Hynix Moves Forward Mass Production of HBM4E to 2026 https://www.marketscreener.com/quote/stock/SK-HYNIX-INC-6494929/news/SK-Hynix-Moves-Forward-Mass-Production-of-HBM4E-to-2026-46730653/[7] [News] SK Hynix Accelerates HBM4E Development, Aiming for Mass ... https://www.trendforce.com/news/2024/05/14/news-sk-hynix-accelerates-hbm4e-development-aiming-for-mass-production-by-2026/[8] SK海力士与台积电携手加强HBM技术领导力 https://news.skhynix.com.cn/sk-hynix-partners-with-tsmc-to-strengthen-hbm-technological-leadership/[9] SK海力士加速HBM4E研發拚2026量產比原訂早一年 https://www.moneydj.com/kmdj/news/newsviewer.aspx?a=8d326c08-d55b-40cc-a29a-8980438272bd[10] SK Hynix Reveals Plans For Cutting-Edge HBM4E Memory ... https://wccftech.com/sk-hynix-reveals-plans-for-cutting-edge-hbm4e-memory-development-expected-by-2026/[11] SK海力士与台积电就HBM确认量产合作方案 - CFM闪存市场 https://www.chinaflashmarket.com/Producer/SKHynix/News/181531[12] SK Hynix Partners With TSMC On HBM4 Memory & Next ... - Wccftech https://wccftech.com/sk-hynix-partners-tsmc-hbm4-memory-next-gen-packaging-technology-2026-release/[13] SK hynix Pushes Back 'HBM 7th Generation' Development to 2026 https://www.businesskorea.co.kr/news/articleView.html?idxno=217029[14] SK海力士加速推进HBM4E：最早或2026年完成开发 - 超能网 https://m.expreview.com/93762.html[15] SK Hynix contract liabilities jump 73% in 1Q24, likely fueled by ... https://www.digitimes.com/news/a20240524PD201/sk-hynix-1q24-capacity-expansion-nvidia-hbm.html[16] SK海力士计划HBM4E加速迭代周期缩短至一年 - 腾讯新闻 https://new.qq.com/rain/a/20240514A05MY100[17] SK Hynix Adopts 6th Gen 1c for HBM4 Memory https://www.smbom.com/news/13598[18] SK海力士最早于2026年完成开发第七代HBM - 亚洲日报 https://m.yazhouribao.com/view/20240514072437870[19] SK hynix says its ultra-next-gen HBM4E in 2026, ready for the world ... https://www.tweaktown.com/news/98266/sk-hynix-says-its-ultra-next-gen-hbm4e-in-2026-ready-for-the-world-of-ai-gpus/index.html[20] SK 海力士和台积电签署谅解备忘录，目标2026 年投产HBM4 http://m.eeworld.com.cn/ic_article/319/666411.html