不是我说的。号称是HBM之父的韩国科学技术院(KAIST)Jung-Ho Kim教授发布视频称,英伟达未来可能要收购美光或闪迪等主流内存企业。分析一下。如果真,那么英伟达将减少对三星/SK海力士的HBM依赖,掌控内存核心技术(如HBF)。然后能垂直整合降低供应链风险,长期压缩AI芯片成本。简而言之,英伟达更有钱了。对被收购方而言,美光或闪迪的股东将直接获得估值溢价收益,同时成为英伟达核心供应商。...
Source Link不是我说的。号称是HBM之父的韩国科学技术院(KAIST)Jung-Ho Kim教授发布视频称,英伟达未来可能要收购美光或闪迪等主流内存企业。分析一下。如果真,那么英伟达将减少对三星/SK海力士的HBM依赖,掌控内存核心技术(如HBF)。然后能垂直整合降低供应链风险,长期压缩AI芯片成本。简而言之,英伟达更有钱了。对被收购方而言,美光或闪迪的股东将直接获得估值溢价收益,同时成为英伟达核心供应商。...
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