Optical machine authentic faucet: HBM chip core supplier

Recently, thanks toAIThe demand for computing power has increased significantly,HBMThe chip began to explode.

Global Science and Technology Giant Nvidia NewThe strongest surfaceAIchipH200Two key technologies have been used: one is dominated by TSMCCoWoSHigh -end packaging; the other is the continuous iteration of the head storage plantHBMThis represents the direction of future technology.

future,AIServer supportHBMThe storage chip will be standard, and only in this way can the computing power be fully played.

Recently, two world -renowned storage chips leading Samsung, SamsungSKHynix,even moreWillHBMThe output has improved2.5DoubleEssenceThis makes Setteng, Yawei, Huahai Chengke, Xiangnong Xinchuang, Zhongfu Circuit, Tai Chi Industrial, Jacques Technology, etc.HBMIndustrial Chain CompanyHousekeeping by funds.

So what isHBMWoolen cloth?

When it comes to the storage chip, everyone is no stranger to everyone, in factHBMIt is the advanced seal test process of storage.

Compared with traditional storage chips,HBMofThe advantage is to be able toSignificantly reduce data transmission time and save wiring space.

Currently, globalHBMThe market is almost monopolized by South Korea,2022YearSKHynixHBMMarket share50%Samsung market share40%The account of Meiguang City is about10%。

According to data,2023Nian HylosHBMIncreased shipments increased to5010,000, expected2030Annual will reach each year1100 million yuan,7Year200Double growth, Extra -annual growth rate is highReach113%。

7Year200Times,This data is amazing.The last time I heard this storyyesCPO，according toLight CountingPredictCPOThe number of ports will from2023Year5Graduate2027Year450Thousands of.actually,HBMComputing powerFor example,importanceactuallyLess thanCPO。

To know,CPUReading and writing speed gaps between the memory, main memory, and external memory form a storage wall. The storage wall will cause the existence delay, low efficiency, and loss of existence performance.andHBMIt is one of the important technologies currently used to break the storage wall. It can be seen that in this era of computing power,HBMHow important is it.

HBMStorage chip is mainly to seeOriginal factory,Look at the technology giant.

SKHynix, Samsung and Meiguang, these global storage factories are allIDMThe pattern, that is, their chips are done from design to manufacturing to seal testing.Then, domesticHBMThe bonus that companies that can really eat in the industrial chain is alsoHBMSupply of upstream materials and equipment.

Let's focus on the material side, becauseHBMcoreIt is stacking and interconnection. The amount of multi -layer stacking for semiconductor materials, especially the front -drive body, can be said to be more improved.In this segment, there is an invisible winner in China-All threescience and technology.

Sanquan Technology SupplyHBMThree major memory manufacturers in the world,SKHynix, Micron and Samsung.The famous Yangtze River storage in China is also its customers.It can be seen from this,Sanquan TechnologyProduct competitiveness.and,All threeThe brands of science and technology agency distribution include Richtek, ON, Microchip, TI, and so on.