大信证券综述 CSP 与 AI 实验室推动 HBM 最低堆叠回归 8-high
RT Jukan: Daishin Securities CSPs and AI labs: CSPs and AI labs had requested the development of lower-stack HBM products, such as 4-high and 6-high c...
AI 导读
转述大信证券（Daishin Securities）研究摘要：云服务商与 AI 实验室曾要求开发 4-high、6-high 等低堆叠 HBM 用于低端推理产品，但这些计划被搁置，8-high 重新成为最低堆叠高度。