在半导体行业,如果说谁是AI时代下的“显眼包”,那一定是HBM。三年前还只是高性能计算边缘角色的HBM,如今已经成为AI芯片不可或缺的核心资源。日前,TrendForce 发布的《How AI Growth Will Drive HBM Demand Beyond 2025》报告,为我们提供了一个极具价值的视角:未来两年,HBM不仅将深刻影响AI芯片格局,也正在重塑整个DRAM市场的收益结构。这...
Source Link在半导体行业,如果说谁是AI时代下的“显眼包”,那一定是HBM。三年前还只是高性能计算边缘角色的HBM,如今已经成为AI芯片不可或缺的核心资源。日前,TrendForce 发布的《How AI Growth Will Drive HBM Demand Beyond 2025》报告,为我们提供了一个极具价值的视角:未来两年,HBM不仅将深刻影响AI芯片格局,也正在重塑整个DRAM市场的收益结构。这...
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