Since the second quarter, the AI-related chip market has been experiencing an unprecedented price storm. Why has the long-standing AI boom this year been concentrated in chip prices? Previously, AI technology was mostly limited to model training and small-scale validation, with major internet companies focusing on exploration and testing, resulting in relatively low business penetration. … Read more
On November 24, news broke that GUC, an ASIC design service company in which TSMC has a stake, announced today that its participation in the Jotunn8 has successfully completed tape-out on schedule, making this chip from VSORA the first data center inference processor in Europe equipped with HBM memory. VSORA Jotunn8 is designed for AI … Read more
First, let’s look at an article to enhance our understanding (partially): The benefit ranking of the Google Gemini 3 + TPU full-stack upgrade supply chain is as follows: [TPU/OCS core hardware supply chain → Core components such as HBM → Upstream materials and equipment → Downstream AI applications and Google ecosystem → Industry ecology and … Read more
“Prices change several times a day,” and “the surge is faster than gold”—a price surge in storage chips ignited by AI is sweeping the globe. Over the past six months, global storage chip prices have continued to rise, with price increase news becoming more frequent in the last month. The core driving force behind this … Read more
The tiny chip embodies the pinnacle of human technology. The global semiconductor industry is experiencing an unprecedented technological explosion, from the race for 2nm process technology to the acceleration of domestic alternatives, marking the beginning of a profound industrial restructuring. By 2025, the global semiconductor market is expected to exceed 700 billion USD, with a … Read more
Storage is the strongest main line! Stronger among the strong! In such a market, it can still lead the market rebound. You, my friend, are too good! The reason is simple: the storage giant Samsung in Korea is taking the lead. They mentioned pausing reports, but haven’t clearly stated prices; however, those in the know … Read more
The Battle of the Three Technologies: The Intersection of CPO, PCB, and HBM Technologies and Their Industrial Implementation Key Insight: What you see is the “dividend growth curve” behind three technologies, but the system sees three completely different technical matrices: Co-Packaged Optics (CPO) in the structural revolution of “optical-electrical co-packaging”, Printed Circuit Board (PCB) in … Read more
Core Insights AI servers are reshaping the global supply and demand landscape for storage chips, with HBM (High Bandwidth Memory) becoming the most scarce strategic resource. DDR5 and enterprise-grade NAND Flash are also benefiting from the growth in demand. In the context of accelerated domestic substitution, the main investment lines in A-shares are clearly differentiated:Tongfu … Read more
The cost share of semiconductor precursor materials in storage chips, especially in the emerging HBM (High Bandwidth Memory), is significantly more pronounced compared to traditional storage chips. The table below organizes the cost composition of various stages in the HBM industry chain, which can help you understand intuitively: Industry Chain Stage Cost Composition Item Proportion … Read more
As a leading semiconductor distributor in China, it代理NK海力士CBM products and has completed the research and development of enterprise-level CDR4/CDR5 storage products. In 2025, it will establish a joint venture with Wuxi Lingjing Cloud to form Wuxi New Weizhi Computing Technology, focusing on the intelligent computing field. It is the only company in China to achieve … Read more