简单粗暴一点来讲，H_老虎社区_美港股上老虎

简单粗暴一点来讲，HBM就是原有的GDDR产线换线过来就可以制作的，只是要重新设计IO接口，然后再TSV，bump链接和键合
那是不是就意味着美光 $美光科技(MU)$ 在HBM产能很容易追上来，毕竟DRAM产能和海力士可以旗鼓相当

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":290981463101480,"tweetId":"290981463101480","gmtCreate":1712062612890,"gmtModify":1712062614638,"author":{"id":3479274684385899,"authorId":3479274684385899,"authorIdStr":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","vip":8,"userType":8,"introduction":"-","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body>简单粗暴一点来讲，HBM就是原有的GDDR产线换线过来就可以制作的，只是要重新设计IO接口，然后再TSV，bump链接和键合 那是不是就意味着美光 <a data-mention-id=\"MU\" class=\"teditor-mention\" data-mention-name=\"美光科技\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> 在HBM产能很容易追上来，毕竟DRAM产能和海力士可以旗鼓相当</body></html>","htmlText":"<html><head></head><body>简单粗暴一点来讲，HBM就是原有的GDDR产线换线过来就可以制作的，只是要重新设计IO接口，然后再TSV，bump链接和键合 那是不是就意味着美光 <a data-mention-id=\"MU\" class=\"teditor-mention\" data-mention-name=\"美光科技\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> 在HBM产能很容易追上来，毕竟DRAM产能和海力士可以旗鼓相当</body></html>","text":"简单粗暴一点来讲，HBM就是原有的GDDR产线换线过来就可以制作的，只是要重新设计IO接口，然后再TSV，bump链接和键合 那是不是就意味着美光 $美光科技(MU)$ 在HBM产能很容易追上来，毕竟DRAM产能和海力士可以旗鼓相当","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/290981463101480","repostId":0,"isVote":1,"tweetType":1,"viewCount":421,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["MU"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":192,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/290981463101480"}