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标签: HBM SK海力士三星谷歌

来源：说长论短网编辑：热点时间：2026-11-14

云梦级12月26日云梦级消息，据科技媒体 Wccftech 报标签道，全球存储芯片的严重短缺，正引发一场科技巨头的“抢货大战”。: 随着人工智能需求的爆发，全球存储芯片市场，尤其是高带宽内存（HBHBM）和低功耗内存（LPDDR），正面临前所未有的短缺。这一危机M 迫使微软、谷歌和 Meta 等科技巨头的高管纷纷进驻韩国，试图与三星电SK子和 SK 海力士达成长期供货协议。

然而，谈判过程异常艰难，甚至引发海力了激烈冲突。据韩国媒体报道，微软高管近期造访 SK 海力士总部后，因被告士知“难以满足”其要求的供货条件，当场愤怒地“冲出会议室”。

供三星应链的紧张局势在谷歌内部引发了更严厉的人事变动。由于未能预谷见市场紧缩并提前签署长期协议（LTA），导致公司面临 HBM 供应不足的标签风险，谷歌据报已解雇了一名相关采购高管。

谷歌的 AI 加速器（: TPU）高度依赖 HBM，其中约 60% 的供应来自三星。在 SKHB 海力士和美光对谷歌的新增订单需求回复“不可能”后，谷歌高层将M 责任归咎于该高管缺乏前瞻性，随即做出了辞退决定。

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