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Nvidia and Supermicro are scrambling for HBM, Huawei's "partner" has surfaced 

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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!

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1 июл 2024

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Комментарии : 8   
@user-bl9gr5xq2n
@user-bl9gr5xq2n 2 дня назад
1+
@liuchiahan
@liuchiahan 2 дня назад
CoWoS(R) 是台積電獨門的專屬封裝技術 當然其他廠商自己開發的先進封裝 就不叫 CoWoS HBM 需不需要不知道 儘管台積電正在拼命蓋廠 但這部分就算沒被制裁 想搶也很難搶到
@user-yu4iv4so6m
@user-yu4iv4so6m 2 дня назад
就会吹牛逼,台积电只是便宜而已,先进封装台积电并没有领先,海力士hbm十年前就有,三星美光也不差,英特尔也有自己的先进封装技术,台积电再怎么吹也做不出hbm,它的那个所谓先进封装只能用在逻辑芯片像gpu和cpu上面,跟hbm的先进封装比难度不是一个级别
@Unclesam404
@Unclesam404 2 дня назад
HBM最开始是Amd 跟海力士发明的 结果让老黄偷了桃子
@vitamin168
@vitamin168 2 дня назад
胡説八道,華為哪裏來的HBM??
@Unclesam404
@Unclesam404 2 дня назад
呵呵 台积电哪来的hbm? 棒子? 美光? 棒子美光在大陆都有生产封装 呵呵
@kakaxifx4913
@kakaxifx4913 2 дня назад
华为是参与者,不过华为在半导体也做了不少研发, 可能国产DUV甚至EUV有他的相当比例的贡献。
@user-yu4iv4so6m
@user-yu4iv4so6m 2 дня назад
你猜升腾910b用的哪家公司做的hbm?美国为什么到现在都不封锁?🤣🤣🤣
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