【产业信息速递】HBM4,变贵了

北京半导体行业...
17 Jun

(信息来源:thebell)三星电子和SK海力士计划在今年下半年量产的下一代高带宽存储器(HBM),其生产成本将大幅上升。这主要受到核心裸晶(core die)尺寸增加导致单位晶圆可产芯片数(net die)减少,以及基础裸晶(base die)外包代工的影响。业内人士指出,SK海力士、三星电子等企业难以将增加的HBM成本完全转嫁给客户。因为美光(Micron)开始向英伟达供应HBM,打破了SK...

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