Unverified50% confidenceFactExact time

全球HBM供应几乎由SK海力士、三星和美光三家垄断

1

Sources

50%

Confidence

Medium-term (~90 days)

Relevance

7/20/2026

First Seen

Valid until: 10/18/2026

Sources

苹果起诉OpenAI：400名员工出走与AI硬件争夺战全解析

Related Claims

UnverifiedSK海力士、三星和美光三家合计垄断了HBM市场超过95%的份额81% similar Verified全球DRAM市场由三星、SK海力士和美光三家寡头垄断，三者合计市场份额超过95%75% similar Unverified三星、SK海力士、美光三大内存厂商市占率合计超过95%66% similar Unverified三星长期占据全球折叠屏出货量约60%至70%的份额61% similar Unverified在中国RPA市场，影刀、来也科技、弘玑等厂商是主要玩家60% similar

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