엔비디아 '베라루빈'에 들어갈 HBM4 전망치 소식

<p style="text-align: center;"><b><br><u>엔비디아</u><br>현재 AI 가속기 '<span style="color: #EF5369;">블랙웰</span>' => '<span style="color: #EF5369;">HBM3</span>(E)' 탑재<br>차세대 AI 가속기 '<span style="color: #EF5369;">베라루빈</span>' => '<span style="color: #EF5369;">HBM4</span>' 탑재<br></b></p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1YmK3/0712eda6b2f03bbdd889897ba6b7ea4193c7dc52" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1YmK3/0712eda6b2f03bbdd889897ba6b7ea4193c7dc52" data-origin-width="596" data-origin-height="335"><div class="figcaption"></div></div><p style="text-align: center;"><b><br>현재는 엔비디아 '<span style="color: #EF5369;">베라루빈</span>'에 탑재될 <br>차세대 '<span style="color: #EF5369;">HBM4</span>' 전쟁이 한창.<br><br><br>3대 메모리(디램,HBM) 업체는<br><u><span style="color: #EF5369;">삼성전자, SK하이닉스, 마이크론</span></u><br></b></p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1YmK3/7b1344af1386aea908c34e2819984d9592afb01e" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1YmK3/7b1344af1386aea908c34e2819984d9592afb01e" data-origin-width="1439" data-origin-height="838"><div class="figcaption">HBM 매출 점유율</div></div><p style="text-align: center;"><b><br>HBM 매출 1위는 SK하이닉스, <br>다음은 마이크론과 삼성전자가 호각세였는데<br><br>올해 HBM4 엔비디아 납품은<br>삼성전자가 올라오고, 마이크론이 탈락했다는<br>소식이 들려오는중<br><br><br><br><u>HBM4 엔비디아 납품 전망치<br></u><br>SK하이닉스: <span style="color: #EF5369;">50~70</span>%<br>삼성전자: <span style="color: #EF5369;">20~30</span>%<br>마이크론: <span style="color: #EF5369;">0~20</span>%</b></p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1YmK3/cfb8f0b258938609b8de3b33cbbad9cd9544a5bc" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1YmK3/cfb8f0b258938609b8de3b33cbbad9cd9544a5bc" data-origin-width="984" data-origin-height="1074"></div><p style="text-align: left;"><b><br>출처:트렌드포스<br><a href="https://www.trendforce.com/news/2026/02/09/news-samsung-hbm4-reportedly-to-ship-first-after-lunar-new-year-initial-share-projected-at-mid-20/" target="_blank" class="ke-link">https://www.trendforce.com/news/2026/02/09/news-samsung-hbm4-reportedly-to-ship-first-after-lunar-new-year-initial-share-projected-at-mid-20/</a></b></p><div class="figure-open" contenteditable="false" data-ke-type="opengraph" data-ke-align="alignCenter" data-og-type="website" data-og-title="[News] Samsung HBM4 Reportedly to Ship First After Lunar New Year, Initial Share Projected at Mid-20%" data-og-description="As NVIDIA prepares to debut Vera Rubin, its next-generation AI accelerator, at GTC 2026 in mid-March, the race for HBM4 supremacy between Samsung and ..." data-og-host="www.trendforce.com" data-og-source-url="https://www.trendforce.com/news/2026/02/09/news-samsung-hbm4-reportedly-to-ship-first-after-lunar-new-year-initial-share-projected-at-mid-20/" data-og-url="https://www.trendforce.com/news/2026/02/09/news-samsung-hbm4-reportedly-to-ship-first-after-lunar-new-year-initial-share-projected-at-mid-20/" data-og-image="http://scrap.kakaocdn.net/dn/cD9Mz1/dJMb89x9nZd/nnpfW09Dqf1EgWayaRSBYk/kakaolink40_original.png?width=624&height=468"><a href="https://www.trendforce.com/news/2026/02/09/news-samsung-hbm4-reportedly-to-ship-first-after-lunar-new-year-initial-share-projected-at-mid-20/" target="_blank" data-source-url="https://www.trendforce.com/news/2026/02/09/news-samsung-hbm4-reportedly-to-ship-first-after-lunar-new-year-initial-share-projected-at-mid-20/"><div class="og-image"><img class="thumb_img" src="http://scrap.kakaocdn.net/dn/cD9Mz1/dJMb89x9nZd/nnpfW09Dqf1EgWayaRSBYk/kakaolink40_original.png?width=624&height=468" alt="" xxxxonerror="this.src="//img1.kakaocdn.net/thumb/C200x200/?fname=https%3A%2F%2Ft1.daumcdn.net%2Fcafe_image%2Fcafe_meta_image_190529.png""></div><div class="og-text"><p class="og-title">[News] Samsung HBM4 Reportedly to Ship First After Lunar New Year, Initial Share Projected at Mid-20%</p><p class="og-desc">As NVIDIA prepares to debut Vera Rubin, its next-generation AI accelerator, at GTC 2026 in mid-March, the race for HBM4 supremacy between Samsung and ...</p><p class="og-host">www.trendforce.com</p></div></a></div><p style="text-align: left;"><b><br><br><br></b></p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1YmK3/aa5725a1ef71ef517274025ce56f92a0487e6dae" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1YmK3/aa5725a1ef71ef517274025ce56f92a0487e6dae" data-origin-width="593" data-origin-height="395"><div class="figcaption"></div></div>