Well-known chip manufacturers such as AMD, NVIDIA, Intel and others have adopted HBM technology in their new graphics processors (Gpus) and other chip products to improve performance and power efficiency. HBM is also widely used in artificial intelligence, high-performance computing, and data centers.
In addition to technological innovation and performance competition, supply chain stability is also an important factor in the global HBM battle. Due to the high manufacturing complexity of HBM technology, cooperation between suppliers and capacity competition have also become key factors affecting the market landscape.
With the rapid development of artificial intelligence, cloud computing and other fields, HBM technology has a broad application prospect. Major manufacturers will continue to compete fiercely in the research and development and application of HBM technology, injecting new vitality into the development of the global semiconductor industry.
What is HBM?
HBM has higher bandwidth and smaller package size compared to traditional GDDR (Graphics Double Data Rate) memory. HBM achieves higher bandwidth by stacking multiple memory chips above the processor chip and then connecting the memory chip to the processor chip via a vertical channel (Through-Silicon Vias (TSV)). This stacked design not only provides higher memory bandwidth, but also significantly reduces power consumption and latency.
HBM memory is commonly used in high-performance computing, such as graphics processors (Gpus), artificial intelligence accelerators, high-performance computing (HPC) and other fields. The emergence of HBM memory has greatly improved the performance and energy efficiency of processors in these areas, making processors better able to cope with complex computing tasks and large-scale data processing needs.
HBM：三足鼎立
At present, istock has set up more than 20 semiconductor intelligent logistics solutions in the global production base for a number of HBM head manufacturers.
I-stock has always adhered to the customer needs as the core, driven by intelligent equipment, precision technology, industrial software to open up data flow, data +AI algorithm to empower the electronics and semiconductor industry intelligent storage, focus on product quality, heart service. I-stock helps enterprises solve the practical problems encountered in the scientific, standardized, digitized, automated and intelligent upgrading of the intelligent storage field, and provides customized services for intelligent storage equipment. In the future, I-stock will continue to leverage its advantages in technical talent and resources to contribute to the transformation and upgrading of the manufacturing industry. In this process, I-stock will help more HBM manufacturing enterprises to work together and jointly promote China's manufacturing industry to the top of the global value chain.
