HBM Storage No. 1 Faucet!The increase in the next three years is expected to exceed 1000 yuan

Mondo Finance Updated on 2024-01-31

"HBM Storage" No. 1 Faucet!The increase in the next three years is expected to exceed 1000 yuan

In recent years, with the rapid progress of artificial intelligence technology, the demand for computing power has grown explosively. Computing power has become an indispensable part of the artificial intelligence industry chain, and its importance is becoming increasingly prominent.

According to Huawei**,In the next 20 years, China's computing power demand will increase by 500 times, which indicates that computing power will play a more critical role in the future.

In the face of such a huge demand for computing power, higher requirements are also put forward for infrastructure such as optical modules and memory chips. Among them, CPO and HBM memory chips, as emerging technologies, have attracted much attention. HBM, which stands for High Bandwidth Memory, is an innovative memory technology.

It stacks multiple DRAM chips on top of each other through advanced packaging technology and integrates them with GPUs to form a combined DDR array with large capacity and high bandwidth. This design allows the DRAM chip to be integrated into multiple layers above the logic chip, enabling high-speed data transmission and low power consumption.

Compared with traditional GPU chips, HBM memory chips break through the limitations of memory capacity and bandwidth, providing GPUs with faster processing speeds. This means that HBM memory chips will become an important trend in the future AI era. NVIDIA's self-developed high-performance GPU chip H100 and AMD's GPU chip MI300 are equipped with HBM3 produced by SK hynix.

Globally, the three major memory chip giants, SK hynix, Samsung, and Micron, are accelerating the expansion of HBM production capacity. SK hynix plans to invest KRW 1 trillion in back-end process equipment, and expects to ship 100 million HBMs by 2023. Samsung also plans to expand production capacity by 25 times, and has invested 10.5 billion won to acquire the plant. Micron plans to expand the production capacity of HBM memory chips in 2024 and plans to invest in the establishment of a packaging and testing plant in Xi'an.

With the expansion of these memory chip giants, the domestic industrial chain is expected to continue to benefit.

Here, Feige also sorted out the core leading companies of "HBM storage", one of which is the first leader of "HBM storage", and the growth rate is expected to exceed 1000% in the next three years!

The first: Guoxin Technology

At present, the company is working with partners to carry out high-performance interconnection IP technology work on chiplet chips related to tape-out verification based on advanced technology, and actively carry out high-end chip packaging cooperation including HBM technology with upstream and downstream cooperative manufacturers.

The second one: One Stone Pass

The company's low-ray spherical alumina products are advanced chip packaging materials, which are mainly used as functional fillers for electronic packaging to meet high-end performance requirements.

The third: Shannon Xinchuang

As one of SK hynix's distributors, the company has HBM** qualification.

The fourth: Novoray New Materials

The company belongs to the upstream of HBM chip packaging materials, supporting the first HBM packaging materials GMC used in ductile silicon and low ball aluminum.

The most optimistic one, the first leader of "HBM storage"!

The company is a leading packaging and testing company in China, holding 80% of AMD chip packaging orders, packaging and testing CPU, GPU, server and other products.

Low price + low valuation, starting at the bottom, in the bottom of the "** pit", the peak of chips is highly concentrated, and the net inflow of the main force in the near future is nearly 1 billion.

From a technical point of view, the classic duck head pattern, one yang wears multiple lines, MACD day, week and month three-line golden cross, and the main force is high control.

Special statement: The content only represents personal views and does not constitute any investment guidance, according to which you buy and sell, profit and loss at your own risk, ** risk, investment needs to be cautious!

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