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图20、各代HBM产品的数据传输路径配置
图20、各代HBM产品的数据传输路径配置
行业数据
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图片格式:PNG
图片大小:298KB
图片尺寸:1192*744
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所属报告:
电子行业:存储行业拐点已至AI技术革命加速需求爆发-230508(36页).pdf
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图表302026年各大原厂HBM月产能规划及占比
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DRAM解决方案,HBM使 DRAM从传统 2D转变为立体 3D,充分利用空间、缩小面积,突破了内存容量与带宽瓶 颈。HBM主要是通过硅通孔(TSV)技术 进行芯片堆叠,以增加吞吐量并克服单一封装内带宽的限制,将数个 DRAM裸片垂直堆叠。通过增加带宽,扩展内存容量,使模型与参数留在离核心计算更近的地方,从而降低延迟。未来人工智能、机器学习、高性能计算、数据中心等应用市场对带宽将提出更高的要求,持续驱动 HBM迭代发展。
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电子行业:存储行业拐点已至AI技术革命加速需求爆发-230508(36页).pdf
表6、普冉主营产品行业领先
表5、2023Q1-2023Q2各类NANDFlash价格涨跌幅预测
表4、2023Q1-2023Q2各类DRAM价格涨跌幅预测
表3、各存储厂商减产
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