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A | 7月22日,据财闻海外资讯,三星电子、SK海力士(SKHY.US)与美光科技(MU.US)三大存储芯片厂商全面展开HBM4良率竞争。 Disgraced singer-songwriter R. Kelly was sentenced to 30 years in federal prison on Wednesday, marking the end of a six-week trial in Brooklyn that included testimony from dozens of witnesses, including those who accused the 55-year-old of both sexual and physical abuse.,The US Attorney's Office for the Eastern District of New York was aiming for Kelly to be given at least 25 years behind bars, per a June 8 memo. The filing set forth that Kelly, now 55, should spend the rest of his life behind bars due to the fact he "avoided punishment for almost 30 years and must now be held to account.",Kelly's attorneys argued their client should only serve a decade behind bars because he "experienced a traumatic childhood involving severe, prolonged childhood sexual abuse, poverty, and violence.”,During sentencing Wednesday afternoon, US District Judge Ann M. Donnelly stated to the court that “the public has to be protected from behaviors like this.”,"These crimes were calculated and carefully planned and regularly executed for almost 25 years," Donnelly said, as reported by the New York Times.,The judge recounted a number of testimonies during sentencing, highlighting Kelly's pattern of sexual abuse and violence against women, girls, and boys.,Kelly's legal team plans to appeal the sentencing.,"We were prepared for it," said defense attorney Jennifer Bonjean, who represented disgraced comedian Bill Cosby in a civil case he lost earlier this month. "We are now prepared to fight this appeal.",© AP Photo / Elizabeth WilliamsIn this courtroom sketch, R. Kelly and his attorney Jennifer Bonjean, left, appear during his sentencing hearing in federal court, Wednesday, June 29, 2022, in New York. The former R&B superstar was convicted of racketeering and other crimes. In this courtroom sketch, R. Kelly and his attorney Jennifer Bonjean, left, appear during his sentencing hearing in federal court, Wednesday, June 29, 2022, in New York. The former R&B superstar was convicted of racketeering and other crimes. © AP Photo / Elizabeth Williams,Federal prosecutors say Kelly used his "deep network" and "larger-than-life musical persona" to gain access to teenagers and young adults--"many of whom were particularly vulnerable.","The government has little doubt that if afforded an opportunity to offend again, the defendant would do so," prosecutors said earlier this month. "He poses a serious danger to the public.",Lizzette Martinez, a woman featured in the documentary 'Surviving R. Kelly,' was accompanied by her attorney Gloria Allred when she took the stand to provide a witness statement.,"January 1995 eventually changed me forever," Martinez testified, detailing that she was a 17-year-old aspiring singer when she met Kelly in a mall.,Now 45, Martinez told the court that she was "left in shock, confused, and in tears" when Kelly, who promised to mentor her, began to abuse her.,“Robert, you destroyed so many people’s lives,” Martinez told Kelly, who did not make eye contact.,YouTube Deletes Two R. Kelly’s Channels Amid Sex-Trafficking Conviction6 October 2021, 09:18 GMT,“I do not know how to put a price on all I’ve gone through,” she said. “I am now 45, a mother and I struggle with mental health.”,Rumors and even footage of Kelly's misdeeds with minors and women have been circulating since the 90s, around the same time Kelly married teenage R&B artist Aaliyah. Despite dozens of alleged victims coming forward over the decades, accountability appeared to avoid Kelly until the 2019 documentary "Surviving R. Kelly" coincided with the #MeToo movement.,The intersection of the #MuteRKelly and #MeToo movements drummed up public support for victims seeking litigation against the Grammy-award-winning singer. Kelly is still facing a number of criminal charges in Chicago, Illinois, and Minnesota.,Kelly has remained behind bars since his initial arrest in July 2019. The singer-songwriter did not take the stand during trial.。

B | 作为第六代高带宽内存,HBM4将应用于英伟达(NVDA.US)下半年推出的Vera Rubin等AI加速芯片,成为下半年企业业绩关键支撑。

C | 三星已率先实现HBM4规模化量产,业内预估其良率接近70%,得益于1C工艺DRAM(年初良率稳定超80%)的持续带动,良率管控能力显著提升。 SK海力士虽未公布精确良率,但行业判断其已进入稳定区间。为巩固超半HBM市场份额,其正洽谈引进新生产设备,以优化工艺并扩大产能。 美光因产能基础相对薄弱,正加速推进良率爬坡与大规模设备投资,同步提升产出能力。 良率(合格芯片占比)直接决定交付量与盈利空间,是厂商攻坚核心。尽管此前通用DRAM短期利润反超,但其涨价空间已趋缓(一季度近翻倍、二季度30%–50%、三季度0%–20%),而HBM需求持续扩张、高毛利优势将重归主导。

D | 业内人士表示:“三星抢先落地 HBM4 量产,良率提升带来的供货增量、利润增长已经在二季度财报中充分体现;下半年该趋势将延续,三大存储企业的良率竞争会进一步白热化。
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