Bubble boi:高带宽闪存主要客户是难以获得高端 HBM 的中国客户

链捕手
Sep 22

ChainCatcher 消息,BidClub 播客第 166 期中,芯片设计师 Bubble boi 表示,高带宽闪存在技术上有吸引力,但缺乏决定性数据中心用例。他给出的信息是,所听说的主要客户是难以获得或生产高端 HBM 的中国客户。

Bubble boi 称,HBF 与高端 AI 闪存延迟均约 5 微秒,带宽低于 HBM,单位比特成本更低但总成本可能相当。他认为最清晰的客户是无法获得 HBM 的主体,这与他从两到三人处听到的中国需求相符,因其无法充分制造加速器,或愿接受非领先规格产品。

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