三星、SK海力士憑藉HBM技術壟斷全球市場，合計市佔率超過80%。然而，韓國於GPU設計、AI大型語言模型方面嚴重欠缺，恐淪為高級代工廠。 SK海力士今（2026）年2月率先量產HBM4，拿下NVIDIA Vera ...
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