谷歌TPU需求激增引爆HBM市场

维文信载板与封测
Feb 28

△广告与正文无关由于市场对谷歌人工智能芯片——张量处理单元(TPU)的需求预计将十分强劲,高带宽内存(HBM)供应链正步入一个新阶段。有预测显示,谷歌将成为HBM市场仅次于英伟达的关键需求来源,三星电子和SK海力士之间争夺供应链主导地位的竞争也日趋激烈。据台湾主流媒体2月26日报道,投资银行美国银行将谷歌今年的TPU出货量预测从400万颗上调至460万颗。这大约是此前预测的2025年230万颗的...

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