A股110份半年报“交卷”，多个赛道持续高景气-36氪

Samsung Unveils Next-Gen 3D-Memory Vision at FMS 2026, Charting the Future of AI Infrastructure

Samsung unveiled zHBM (memory above AI processor) and V10 BV-NAND (400+ layers), with 8x performance vs HBM5 and 10x memory density. Addresses memory-compute bottleneck in AI training; signals memory bandwidth is the binding constraint for infrastructure scale.