先探投資週刊2303期

· 財金文化事業股份有限公司
Ebook
92
Pages

About this ebook

HBM解決傳統DRAM記憶體限制訊息流通的問題,透過同一封裝內晶片的矽中介質和SoC集成在一起,克服數據I/O封裝管腳限制的最大數量,突破DDR寬帶限制的問題,讓AI離不開HBM。SK海力士目前市占率超過五成,有主宰HBM價格的能力。


本期2303期的《先探投資週刊》就來介紹這個不論是輝達、超微都搶著包產能的AI戰略物資HBM,除了海力士之外,急起直追的美光、三星能不能分到一杯羹?應該是說美光、三星的記憶體台灣供應鏈誰能受益!

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