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The logic of deep science and technology:
Logic 1: Store HBM's new technology taps
With the popularity of ChatGPT, the AI industry has also attracted the attention of the capital market, in terms of computing power, there is a great demand for high-performance Gpus, and the demand for a new generation of memory chips HBM (high bandwidth memory) is also growing exponentially.
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HBM is a DRAM memory chip based on a 3D stacking process that can be stacked vertically like floors in a skyscraper. The chip designed in this way will greatly shorten the time of information exchange, on the other hand, it can also greatly improve the data processing speed.
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Due to the high performance of HBM, since 2023, overseas Samsung, SK Hynix and other orders for HBM have increased, while the popularity of ChatGPT has also led to a rise in HBM prices. According to some market insiders, the price of HBM3 DRAM has increased by 5 times recently.
There is HBM technology.
Because HBM technology is a high-bandwidth memory architecture that can provide higher bandwidth and lower power consumption, it is an ideal choice for high-performance computing and processing.
Shenzhen Technology has adopted HBM technology in some of its products, such as its launched graphics card product NVIDIA RTX 3090, using HBM wide interface technology, can provide up to 936GB\/s memory bandwidth, with more powerful graphics processing capabilities and application scenarios.
Shentech is constantly exploring new technologies and is expected to adopt more and more advanced HBM technologies in the future to further improve product performance and user experience.
I do.
Because HBM technology (high bandwidth memory) is a popular high-speed data transmission and storage technology, and as a company with leading technology in the computer industry, its products include graphics cards and chips that support HBM technology.
HBM technology has advantages that other storage technologies can not match, such as higher data bandwidth, smaller package area and lower power consumption, so Shentech will continue to invest in research and development resources in this field to improve the application level of HBM technology in the company's products.
I do. The company's full name is Shenzhen Great Wall Development Technology Co., LTD., founded in 1985, listed in 1994, the current main business is mainly memory semiconductor, high-end manufacturing, metering intelligent terminal field.
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Deeptech has HBM technology. The HBM scheme is composed of multiple chips stacked vertically, each chip has multiple memory channels, can achieve high capacity and high bandwidth memory in a small physical space, has more bandwidth and less physical interface, and the less physical interface, the lower power consumption.
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The technical base of deep technology (Peton Technology) is Kingston's packaging factory, with TSV and multi-layer stacking technology reserves, and is the only enterprise with intel CPU architecture storage certification in China.
Deeptech has hbm technology.
Founded in 1985, Shentech is a global leading electronic product R&D and manufacturing enterprise, providing customers with technology research and development, process design, production control, procurement management, logistics support and other whole industry chain services.
1. HBM technology.
2 HBM technology is a high bandwidth memory technology, compared to traditional GDDR5 video memory, it has higher bandwidth and lower voltage, can provide better performance and lower power consumption.
3 For GPU, CPU and other chip design fields, HBM technology has been widely used, can be said to be one of the current mainstream high-performance memory technology.
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At present, the total storage and test capacity is 82,000 pieces\/month, the operating rate of the Shenzhen plant is at full load, and the operating rate of the Hefei plant is 80%. The company leads the domestic sealing and test process, and is expected to be the biggest beneficiary of the outsourcing of the domestic memory chip factory. In 2022, Shenzhen Technology Chengdu, the holding subsidiary of the company's metering intelligent terminal business, won the bid for the State Grid smart meter project and entered the domestic market.
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Deep technology -- Domestic AI (HBM) wins and losses, long-term 5 times space
AI Gpus use a large number of HBM (high bandwidth DRAM), usually 4 layers, 6 layers, 8 layers of DRAM stacked together, using the TSVF-NG installation process. At present, Hynix accounts for 80% of the share, with a shi market of 1.5 billion US dollars, and is expected to reach 7 billion US dollars in 27 years, with a CAGR of 40% or even higher. Under the trend of AI GPU, the HBM growth rate will be further amplified, and the recent hynix HBMjia G 5 times, is the most lacking memory.
& # 34; Deep technology " It actually means... Shenzhen Bada Gene Technology Co., LTD. Is a biotechnology company, mainly engaged in gene sequencing and bioinformation analysis and other fields of research and production. According to the information I have learned, at the present time. Deep technology " HBM (High Bandwidth Memory) technology is not involved in the research and development. HBM technology is a high-bandwidth and low-power memory technology, which is mainly used in high-performance computing, artificial intelligence and games.
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Deeptech offers 8-layer and 16-layer DRAM stacking processes. The holding subsidiary Peton, the total investment of the project is 10 billion yuan, is the only company in China that can carry out high-end memory packaging, mainly provides packaging and testing business for domestic independent memory semiconductor leaders, and can also produce HBM memory.