HBM4E

6 atoms · 跨 3 天 · 首见 2026-06-24 · 最近 2026-06-26

三色: 🟦 fact 3 · 🟥 take 3 · stance ▲1/▼1/◆4

来源: X 6

时态: fresh:6

标签: 好信源:2 · 好观点:2 · 好问题:1 · 好思考:1

叙事 (narrative) (2)

• 2026-06-25 · 16 Hi adoption for Feynman uncertain
  we are still unsure if 16 Hi will get adopted for Feynman or not
  tags: 好观点 · → daily
• 2026-06-24 · impact on margins
  how HBM4E shipments will impact margins
  tags: 好问题 · → daily

预测 (forecast) (1)

• 2026-06-26 · 混合键合使用情况
  Even 4E won't use HB
  tags: 好观点 · → daily

事实 (fact) (3)

• 2026-06-25 · 16 Hi HBM4E chopped
  A big reason why 16 Hi HBM4E got chopped, and Nvidia reduced Rubin Ultra HBM capacity from 1TB to 768 GB was the lack of enough DRAM
  tags: 好信源 · → daily
• 2026-06-25 · 定制逻辑基底探索
  every accelerator designer explores a custom logic base die for HBM4E
  tags: 好思考 · → daily
  value: direction=every accelerator designer explores
• 2026-06-24 · shipment on track for 2027
  HBM4E shipments which they said last quarter was on track for 2027
  tags: 好信源 · → daily
  value: date=2027

时间轴 (近 20)

• 2026-06-26 · forecast · 混合键合使用情况 · → daily
• 2026-06-25 · fact · 定制逻辑基底探索 · → daily
• 2026-06-25 · fact · 16 Hi HBM4E chopped · → daily
• 2026-06-25 · narrative · 16 Hi adoption for Feynman uncertain · → daily
• 2026-06-24 · fact · shipment on track for 2027 · → daily
• 2026-06-24 · narrative · impact on margins · → daily

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