… Can we see a future where Intel's EMIB technology gets used by OpenAI for the creation of its custom AI chips with many chiplets and large amounts of HBM memory? …
… Related Story Another Chinese DRAM Maker Breaks Into DDR5 Memory, Mass Producing 64GB RDIMMs as Samsung and SK Hynix Run Dry The move by the state-backed chipmaker underscores China's growing urgency to boost its capability to manufacture advanced chips after the U.S. expanded export controls in De… …
… SK hynix is interested in integrating this technology into its HBM memory, presumably to bring its HBM4 memory modules up to standard for EMIB integration, should its AI chip partners choose Intel Foundry for advanced packaging of their next-generation solutions. …
… EMIB-T, which adds through-silicon vias to the bridge for HBM4 compatibility and higher bandwidth, is expected to enter production fab rollout this year . …
… These impressive figures could quickly overshadow competing HBM4 memory, as HB3DM offers much higher bandwidth. HBM4 provides speeds of around 2 TB/s per stack, less than half of what HB3DM will deliver. …
… Global DRAM vendors are already rushing into mass production for HBM4 memory, and are ramping up HBM3E solutions for next-gen AI Datacenters. HBM4 will play a key role in upcoming datacenter chips such as NVIDIA's Vera Rubin and AMD's MI400, both expected to land later this year. …
… China: CXMT & Huawei HBM Export restrictions ban the transfer of all raw HBM stacks into China; however, chips with HBM can still be shipped as long as they don’t exceed the FLOPS regulations. …
… By no means should HBM be allowed to be shipped into China . Production of AI chips over the next few years is heavily gated by CXMT's ramp and foreign shipments of HBM. There is very strong incentive to find ways to ship HBM into China. …
… 7 HBM High Bandwidth Memory : A high-value, high-performance product that vertically connects multiple DRAM chips to increase capacity and dramatically improve data processing speed. HBM has evolved through successive generations: HBM, HBM2, HBM2E, HBM3, HBM3E, and HBM4. …
Samsung holds desperate final talks with union over 18-day chip factory strike that could cost $20 billion — government-mediated summit seeks to avert industrial action that could hit HBM production
