INDUSTRY ANALYSIS
High-Bandwidth Memory analysis
Explore companies, technologies and supply chains. English translations are published in batches, with the original sources and dates preserved.
PCs May Cool First: Why HBM Demand Could Last Longer, and What It Means for Taiwan's Memory Industry
PCs and AI servers face different memory cycles. Higher end-product prices and brand inventories may slow PC purchasing first, while AI deployment, inference, and long-context applications could extend HBM demand growth.
Why Glass Core Substrates Are Attracting NVIDIA's Attention: From Material Advantages to Manufacturing
Progress in AI chips is extending beyond scaling individual transistors toward packaging multiple dies and high-bandwidth memory together.