Not inferior to advanced manufacturing processes, Huida and AMD are both competing for "HBM", and Huawei is entering the war!
Seller’s market, HBM production capacity is in short supply. Huang Renxun: The more you buy, the more you save
The HBM market is dominated by SK Hynix, Samsung and Micron, which produce HBM3 chips
HBM yield rate is not high, the process is complicated, and the price will not be cheap. Each company is fighting for HBM4.
Reuters: Chinese manufacturers have made progress in developing "HBM" and are currently focusing on "HBM2"!
Huawei sets a goal to cooperate with Chinese companies to produce HBM2 chips by 2026!
The development of HBM in mainland China has achieved results, symbolizing a milestone in Beijing’s pursuit of technological self-sufficiency.
Washington does not restrict exports of HBM, but Huawei and others are prohibited from using US technology
Changxin Memory's parent company spent US$2.4 billion to build a new "advanced packaging plant" in Shanghai!
Changxin Memory produces HBM DRAM wafers and Ruili Integration stacks them!
Changxin Storage makes progress in HBM memory, and mainland China’s self-made AI chips take a big step forward
Pressuring officials from the U.S. Department of Commerce to visit Japan and the Netherlands, demanding curbs on China's "HBM technology"!
Striving to hinder the development of AI in mainland China, it is rumored that Washington plans to control the two technologies of "GAA and HBM"!
Important opportunity "Changxin Storage" invests in the development and manufacturing of the technology required for "HBM3"!
Mainland China's development blueprint: "Advanced process, advanced packaging, HBM" related fields
AI drives demand for "HBM" soaring China deepens supply chain and wants to "overtake" in corners
Facing Tesla's "Full Autonomous Driving", Huawei's "Qiankun Zhijia" reduces its price for the first time!
Huawei's smart driving will be "on the same level" as Tesla in the Chinese market
Whole-house intelligence Huawei's "Ark One" aims at 650 terabyte space intelligence business opportunities
Huawei seizes the market, smart driving system declines by 16%, and the frontline battle for fully autonomous driving begins!
1 июл 2024