三星电子拟投建光州先进封装厂，加速抢攻AI芯片供应链关键环节

发表时间：2026-06-10 12:05:03

<article><section data-type="rtext"><p>【环球网科技综合报道】6月10日消息，据路透社援引《韩国经济日报》报道称，三星电子正考虑在韩国西南部城市光州建设一座先进的半导体封装工厂，旨在强化其在人工智能（AI）芯片供应链中的关键能力。</p><p><i class="pic-con"></p><p>据业内人士消息称，这项投资***预计将于6月29日举行的会议上正式公布。</p><p>外媒称，随着AI服务器和高性能处理器对高带宽内存（HBM）等尖端芯片的需求激增，先进封装技术已成为决定芯片性能与竞争力的核心环节。通过将多个芯片集成到单个封装中，制造商能够显著提升产品性能。市场对HBM的需求尤为强劲，这类将多层DRAM芯片垂直堆叠的内存被广泛应用于英伟达、AMD及谷歌等科技巨头的AI平台中。</p>
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            <p>三星电子目前的客户已涵盖上述多家头部AI厂商。为了挑战SK海力士的地位，三星一直在积极扩大其在HBM市场的份额。今年5月，三星宣布已开始向客户交付其最新的12层HBM4E芯片样品，显示出加速推进下一代AI内存产品布局的决心。（青云）</p></section><img src='/image/155711-0' alt='三星电子拟投建光州先进封装厂，加速抢攻AI芯片供应链关键环节'> </div>
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