Jukan
>> SMIC: HBM Supply Shortage Expected to Persist for Years… Bottleneck Shifting to Back-End Processes
∙ SMIC CEO Zhao Haijun stated during an earnings call that AI computing demand will remain in a state of “persistent shortage for a considerable period.”
∙ He explained, “Computing power is insufficient across the entire industry right now. Expectations for AI are so high that companies are trying to build out a decade’s worth of data centers within just one to two years, yet the actual use cases have not been fully established.”
∙ In this environment, the industry continues to ramp up investment in memory technology, and HBM supply shortages are likely to persist for the next several years.
∙ However, he noted that the key bottleneck constraining HBM production capacity going forward will shift from front-end processes (wafer fabrication) to back-end processes such as testing. In other words, back-end capabilities—including packaging and inspection—will become the critical variable determining the pace of HBM capacity expansion.
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>> SMIC: HBM Supply Shortage Expected to Persist for Years… Bottleneck Shifting to Back-End Processes
∙ SMIC CEO Zhao Haijun stated during an earnings call that AI computing demand will remain in a state of “persistent shortage for a considerable period.”
∙ He explained, “Computing power is insufficient across the entire industry right now. Expectations for AI are so high that companies are trying to build out a decade’s worth of data centers within just one to two years, yet the actual use cases have not been fully established.”
∙ In this environment, the industry continues to ramp up investment in memory technology, and HBM supply shortages are likely to persist for the next several years.
∙ However, he noted that the key bottleneck constraining HBM production capacity going forward will shift from front-end processes (wafer fabrication) to back-end processes such as testing. In other words, back-end capabilities—including packaging and inspection—will become the critical variable determining the pace of HBM capacity expansion.
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Jukan
*ByteDance is reportedly in talks to manufacture its ASICs at Samsung Foundry.
For reference, I shared this with you a few months ago.
https://t.co/wXjWPSqobN
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*ByteDance is reportedly in talks to manufacture its ASICs at Samsung Foundry.
For reference, I shared this with you a few months ago.
https://t.co/wXjWPSqobN
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Offshore
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memenodes
Her : He always comes back and obviously this time also he will come back
Me this time : https://t.co/glJCjDEsak
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Her : He always comes back and obviously this time also he will come back
Me this time : https://t.co/glJCjDEsak
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Offshore
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memenodes
RT @ExtremeBlitz__: LIFE ADVICE:
Before sending that DM, Always think about how it would look like in a screenshot https://t.co/vy4feStUaq
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RT @ExtremeBlitz__: LIFE ADVICE:
Before sending that DM, Always think about how it would look like in a screenshot https://t.co/vy4feStUaq
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