HBF： the center of the next bottleneck — a surge in demand

来源: NewLeaf2021 于 2026-05-01 08:27:57 [] [博客] [旧帖] [给我悄悄话] 阅读数 : (602 bytes)

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• No memory->no compute ->no AI -NewLeaf2021- ♀ 给 NewLeaf2021 发送悄悄话 NewLeaf2021 的博客首页 (587 bytes) () 05/01/2026 postreply 08:40:22

• oh my -pega- ♀ 给 pega 发送悄悄话 pega 的博客首页 (16 bytes) () 05/01/2026 postreply 09:05:36

• Memory ETF -NewLeaf2021- ♀ 给 NewLeaf2021 发送悄悄话 NewLeaf2021 的博客首页 (81 bytes) () 05/01/2026 postreply 09:05:48

• HBM vs HBF -NewLeaf2021- ♀ 给 NewLeaf2021 发送悄悄话 NewLeaf2021 的博客首页 (81 bytes) () 05/01/2026 postreply 09:06:51

• Who controls the HBM market ? -NewLeaf2021- ♀ 给 NewLeaf2021 发送悄悄话 NewLeaf2021 的博客首页 (81 bytes) () 05/01/2026 postreply 09:08:22

• I have this "DRAM" etf -天涯追梦- ♂ 给 天涯追梦 发送悄悄话 天涯追梦 的博客首页 (0 bytes) () 05/01/2026 postreply 23:21:36

• we have been saying this for past 6 months -三心三意- ♂ 给 三心三意 发送悄悄话 三心三意 的博客首页 (0 bytes) () 05/01/2026 postreply 09:29:00

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