SAN JOSE -- Ka whakarewahia e Samsung Electronics Co. ngā ratonga tākai toru-ahu (3D) mō te mahara whānui-rahi (HBM) i roto i te tau, he hangarau e tumanakohia ana ka whakaurua mō te tauira ono-whakatupuranga o te maramara matauranga horihori HBM4 ka whakaritea i te tau 2025, e ai ki ngā puna o te kamupene me te ahumahi.
I te 20 o Hune, i huraina e te kaihanga maramara mahara nui rawa atu o te ao tana hangarau tākai maramara hou me ngā mahere ratonga i te Samsung Foundry Forum 2024 i tū ki San Jose, California.
Koinei te wā tuatahi i tukuna ai e Samsung te hangarau tākai 3D mō ngā maramara HBM i roto i tētahi huihuinga tūmatanui. I tēnei wā, ko te hangarau 2.5D te nuinga o ngā maramara HBM e tākaihia ana.
I puta mai tēnei i ngā wiki e rua i muri i te huraina e te kaiwhakaū me te Tumu Whakahaere Matua o Nvidia, a Jensen Huang, te hoahoanga o te whakatupuranga hou o tā rātou tūāpapa AI Rubin i tētahi whaikōrero i Taiwan.
Tērā pea ka whakauruhia a HBM4 ki roto i te tauira GPU Rubin hou a Nvidia, e tūmanakohia ana ka tae ki te mākete i te tau 2026.
HONONGA POUTŪ
Ko te hangarau tākai hou a Samsung kei roto ko ngā maramara HBM kua whakatakotoria poutū ki runga i te GPU hei whakateretere ake i te ako raraunga me te tukatuka whakatau, he hangarau e kiia ana he huringa nui i roto i te mākete maramara AI e tere tipu haere ana.
I tēnei wā, ka honoa whakapaetia ngā maramara HBM ki tētahi GPU i runga i tētahi hononga silicon i raro i te hangarau tākai 2.5D.
Hei whakataurite, kāore e hiahiatia he takai silicon, he papa angiangi rānei e noho ana i waenganui i ngā maramara hei whakawhitiwhiti kōrero me te mahi tahi mō te takai 3D. Ka tapaina e Samsung tana hangarau takai hou ko SAINT-D, he whakarāpopototanga mō te Samsung Advanced Interconnection Technology-D.
RATONGA TŪTURU
E kiia ana ka tukuna e te kamupene Kōrea ki te Tonga he takai HBM 3D i runga i te kaupapa "turnkey".
Hei whakatutuki i tēnei, ka hono poutū te tīma tākai matatau i ngā maramara HBM i hangaia i tana wāhanga pakihi mahara ki ngā GPU i huihuia mō ngā kamupene kore-hanga e tana wāhanga whakarewa.
"Ka whakaitihia e te takai 3D te whakapaunga hiko me ngā whakaroa tukatuka, ka whakapai ake i te kounga o ngā tohu hiko o ngā maramara haurua-ira," te kī a tētahi āpiha o Samsung Electronics. I te tau 2027, kei te whakamahere a Samsung ki te whakauru i te hangarau whakauru kanorau katoa-i-te-kotahi e whakauru ana i ngā huānga whatu e whakanui ake ana i te tere tuku raraunga o ngā haurua-ira-ira ki roto i te kete kotahi o ngā whakaterenga AI.
E ai ki a TrendForce, he kamupene rangahau o Taiwan, e piki haere ana te hiahia mō ngā maramara iti-mana, mahi-teitei, e matapaetia ana ka eke te HBM ki te 30% o te mākete DRAM i te tau 2025 mai i te 21% i te tau 2024.
E matapaetia ana e MGI Research ka piki te mākete tākai matatau, tae atu ki te tākai 3D, ki te $80 piriona i te tau 2032, ki te whakaritea ki te $34.5 piriona i te tau 2023.
Wā tuku: Pipiri-10-2024