{"id":45650,"date":"2026-09-01T16:21:00","date_gmt":"2026-09-01T14:21:00","guid":{"rendered":"https:\/\/www.chinasmartbuy.com\/blog\/samsung-capacita-memoria-hbm-accordi-2031\/"},"modified":"2026-09-01T16:22:43","modified_gmt":"2026-09-01T14:22:43","slug":"samsung-capacita-memoria-hbm-accordi-2031","status":"publish","type":"post","link":"https:\/\/www.chinasmartbuy.com\/blog\/samsung-capacita-memoria-hbm-accordi-2031\/","title":{"rendered":"Samsung blocca il 70% della capacit\u00e0 memoria fino al 2031: HBM sempre pi\u00f9 strategica"},"content":{"rendered":"\n\n<style>\n  :root {\n    --red: #CC1B1B;\n    --red-light: rgba(204,27,27,0.08);\n    --red-mid: #e84040;\n    --accent-soft-bg: rgba(204,27,27,0.07);\n    --accent-soft-border: rgba(204,27,27,0.18);\n    --text: #1a1a1a;\n    --text-muted: #666;\n    --card: #ffffff;\n    --border: #ebebeb;\n    --page-bg: #ffffff;\n    --surface-soft: #fafafa;\n    --surface-contrast: #f0f0f0;\n    --line-soft: #f5f5f5;\n    --soft-label: #bbb;\n    --muted-label: #999;\n    --copy: #333;\n    --font-head: 'Bebas Neue', sans-serif;\n    --font-body: 'DM Sans', sans-serif;\n    --heading-spacing: 0.04em;\n    --heading-weight: 400;\n    --spec-header-spacing: 0.08em;\n    --quickfacts-shadow: 0 10px 24px rgba(15,23,42,0.06);\n  }\n  .fbp5-wrap,.fbp5-wrap * { box-sizing:border-box; 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gap:40px; }\n    .fbp5-section h2 { font-size:32px; }\n    .fbp5-scheda-row { flex-direction:column; }\n    .fbp5-scheda-key { width:100%; }\n    .rh-phonebox-header { padding:18px 16px; flex-direction:column; align-items:center; }\n    .rh-phonebox-hero { width:150px; height:200px; }\n    .rh-phonebox-highlights { grid-template-columns:repeat(2,minmax(0,1fr)); }\n    .rh-phonebox-colors { padding:16px; }\n    .rh-phonebox-section { grid-template-columns:1fr; }\n    .rh-phonebox-section-label { padding:14px 20px; border-right:none; border-bottom:1px solid var(--border); }\n    .rh-phonebox-section-values { padding:14px 20px; }\n    .rh-affbox-grid { grid-template-columns:1fr; }\n    .rh-affbox-col:not(:last-child) { border-right:none; border-bottom:1px solid var(--line-soft); }\n    .rh-affbox-cta { width:100%; }\n    .rh-downloadjump { align-items:flex-start; flex-direction:column; margin:-22px 0 0; }\n    .rh-downloadjump a { width:100%; }\n    .rh-downloadbox-head { flex-direction:column; }\n    .rh-downloadbox-link { width:100%; }\n    .rh-offerbox-head { flex-direction:column; }\n    .rh-offerbox-links { grid-template-columns:1fr; }\n    .rh-offer-inline-wrap { flex-direction:column; align-items:flex-start; }\n    .rh-offer-inline-cta { width:100%; }\n  }\n<\/style>\n<div class=\"fbp5-wrap rh-json-article\" id=\"rh-article-mtiraqj2-cmwaj\" data-rh-article-type=\"news\" data-rh-site-profile=\"china-smart-buy\">\n  <div class=\"fbp5-intro\">\n    \n    <p>Samsung avrebbe gi\u00e0 vincolato circa il <strong>70% della propria capacit\u00e0 produttiva di memoria<\/strong> tramite accordi di fornitura a lungo termine, con contratti che arrivano fino al 2031.<\/p><p>L&#8217;aspetto pi\u00f9 interessante \u00e8 il divario di prezzo tra mercato spot e contratti pluriennali: per alcuni moduli HBM, il listino immediato pu\u00f2 arrivare fino a cinque volte il prezzo negoziato negli accordi di lungo periodo.<\/p>\n  <\/div><figure class=\"wp-block-image size-large\" style=\"margin:18px 0;display:block;clear:both;width:100%;position:relative;z-index:1\"><a href=\"https:\/\/www.chinasmartbuy.com\/blog\/wp-content\/uploads\/2026\/09\/samsung-blocca-il-70-della-capacit-memoria-fino-al-2031-28d3f14b-c4ff-45e0-808c-0c0b-1b0iaevoj8.webp\" target=\"_blank\" rel=\"noopener\" style=\"display:block;width:100%;position:relative;z-index:2;pointer-events:auto;cursor:zoom-in\"><img decoding=\"async\" src=\"https:\/\/www.chinasmartbuy.com\/blog\/wp-content\/uploads\/2026\/09\/samsung-blocca-il-70-della-capacit-memoria-fino-al-2031-28d3f14b-c4ff-45e0-808c-0c0b-1b0iaevoj8.webp\" alt=\"\u6d88\u606f\u79f0\u4e09\u661f\u5df2\u9501\u5b9a\u7ea6 70% \u5b58\u50a8\u82af\u7247\u4ea7\u80fd\u81f3 2031 \u5e74\uff0cHBM \u957f\u534f\u4ef7\u4ec5\u4e3a\u73b0\u8d27\u4e94\u5206\u4e4b\u4e00\" loading=\"lazy\" style=\"display:block;max-width:100%;height:auto;margin:0 auto;pointer-events:auto\"><\/a><\/figure>\n  \n\n      <section class=\"fbp5-section\">\n        <div class=\"fbp5-section-label\">mercato<\/div>\n        <h2>La memoria HBM \u00e8 diventata una risorsa strategica per l&#8217;infrastruttura AI<\/h2>\n        <p>La pressione sulla filiera nasce dalla crescita continua della domanda di HBM, la memoria ad alta larghezza di banda usata nei sistemi AI pi\u00f9 avanzati. Si tratta di una soluzione costruita impilando pi\u00f9 chip DRAM in un unico package, cos\u00ec da offrire prestazioni molto superiori rispetto alla memoria tradizionale nei carichi legati ad addestramento e inferenza.<\/p><p>Il passaggio alle nuove generazioni sta aumentando ulteriormente la tensione sulla produzione. Con <strong>HBM4<\/strong> cresce infatti anche il numero di strati DRAM impiegati in ciascun modulo, e questo significa assorbire una quota ancora pi\u00f9 ampia della capacit\u00e0 disponibile.<\/p>\n        \n        \n        \n        \n        \n      <\/section>\n    \n\n      <section class=\"fbp5-section\">\n        <div class=\"fbp5-section-label\">prezzi<\/div>\n        <h2>I contratti pluriennali cambiano prezzo e <span>prevedibilit\u00e0 del settore<\/span><\/h2>\n        <p>Gli accordi di fornitura a lungo termine stanno diventando uno strumento decisivo perch\u00e9 consentono ai clienti di evitare l&#8217;estrema volatilit\u00e0 del mercato spot. Un modulo <strong>HBM3E da 36 GB<\/strong> viene indicato intorno a 2,87 milioni di won, pari a circa 1.800 euro, se acquistato sul mercato immediato.<\/p><p>La differenza \u00e8 enorme e spiega perch\u00e9 i grandi operatori cloud e i protagonisti dell&#8217;AI stiano preferendo accordi di lunga durata. Per Samsung questo modello pu\u00f2 significare domanda pi\u00f9 prevedibile, migliore pianificazione industriale e minore esposizione ai classici cicli di euforia e contrazione che hanno storicamente caratterizzato il settore della memoria.<\/p>\n        \n        \n        \n        \n        \n      <\/section>\n    \n\n      <section class=\"fbp5-section\">\n        <div class=\"fbp5-section-label\">produzione<\/div>\n        <h2>Samsung e SK Hynix valutano nuove mosse per <span>ampliare la capacit\u00e0<\/span><\/h2>\n        <p>La stretta sull&#8217;offerta sta gi\u00e0 spingendo i principali produttori coreani a valutare nuove espansioni. Samsung starebbe considerando la riconversione della fabbrica S5 nel polo di Pyeongtaek per destinarla alla produzione di memoria, mentre SK Hynix starebbe esaminando la possibilit\u00e0 di una joint venture con un&#8217;azienda giapponese per costruire un nuovo impianto.<\/p><p>Anche i prezzi delle prossime soluzioni confermano la direzione del mercato. Per i moduli HBM4 con stack DRAM a 16 strati viene gi\u00e0 indicato un livello vicino a 4,8 milioni di won, circa 3.000 euro per modulo. \u00c8 un segnale chiaro: la memoria per AI non \u00e8 pi\u00f9 un componente accessorio, ma uno degli elementi che possono decidere costi, disponibilit\u00e0 e tempi di consegna dell&#8217;hardware di nuova generazione.<\/p>\n        \n        \n        \n        \n        \n      <\/section>\n    \n<\/div><div class=\"rh-attribution-pills\" style=\"display:flex;gap:10px;flex-wrap:wrap;justify-content:flex-start;margin:16px 0 0\"><a href=\"https:\/\/www.ithome.com\/0\/997\/167.htm\" target=\"_blank\" rel=\"noopener\" title=\"Via: VIA\" aria-label=\"Via: VIA\" style=\"display:inline-flex;align-items:center;gap:8px;padding:10px 16px;border-radius:16px;background:linear-gradient(135deg,#fff7ed,#ffedd5);color:#c2410c;text-decoration:none;font-size:11px;font-weight:900;letter-spacing:.08em;text-transform:uppercase;border:1px solid rgba(249,115,22,.20);box-shadow:0 8px 22px rgba(249,115,22,.08)\">Via<\/a><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Samsung avrebbe gi\u00e0 riservato gran parte della capacit\u00e0 memoria fino al 2031, mentre i prezzi spot dell&#8217;HBM restano molto pi\u00f9 alti dei contratti a lungo termine.<\/p>\n","protected":false},"author":10,"featured_media":45649,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_exactmetrics_skip_tracking":false,"_yoast_wpseo_focuskw_text_input":"Samsung capacit\u00e0 memoria HBM","footnotes":""},"categories":[480],"tags":[933,542],"class_list":["post-45650","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-ai","tag-samsung"],"blocksy_meta":{"styles_descriptor":{"styles":{"desktop":"","tablet":"","mobile":""},"google_fonts":[],"version":8}},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Samsung blocca il 70% della capacit\u00e0 memoria fino al 2031: HBM sempre pi\u00f9 strategica<\/title>\n<meta name=\"description\" content=\"Samsung avrebbe riservato gran parte della capacit\u00e0 memoria con contratti fino al 2031. 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