Recent #HBM news in the semiconductor industry

4 months ago

➀ Global semiconductor revenue grew 25% YoY to $683 billion in 2024, driven by strong demand for AI-related chips, particularly HBM, which fueled a 74% surge in memory segment revenue;

➁ Memory market recovery, led by improved supply-demand balance and higher ASPs, lifted Samsung, SK Hynix, and Micron into the top seven semiconductor companies by revenue;

➂ Despite overall growth, automotive and industrial semiconductor revenues declined, highlighting market imbalances, while NVIDIA surpassed Samsung as the top semiconductor company due to GPU dominance.

HBMNVIDIAsemiconductor
4 months ago

➀ NVIDIA announced the RTX Pro 6000 Blackwell family at GTC 2025, featuring three variants (Server Edition, Workstation Edition, and Max-Q Workstation Edition) tailored for AI and graphics workloads;

➁ The GPUs offer 96GB GDDR7 ECC memory, with power configurations ranging from 400W to 600W, and are positioned as cost-effective alternatives to H100/H200/B200 data center GPUs;

➂ The Server Edition supports 8x GPU configurations with up to 768GB memory, targeting high-density AI and rendering tasks in 4U/5U systems.

AIHBMNVIDIA
5 months ago

➀ JEDEC has published the official HBM4 specification under JESD238, a new memory standard designed to meet the growing demands of AI, high-performance computing, and data centers.

➁ The HBM4 standard doubles the bandwidth and efficiency over its predecessor, HBM3, with support for transfer speeds of up to 8 Gb/s across a 2048-bit interface.

➂ The new standard introduces power efficiency improvements and maintains compatibility with existing HBM3 controllers, allowing for more flexible system designs.

DRAMHBMmemory
5 months ago

➀ A prototype for an E-Bike terminal has been developed at the Hochschule Karlsruhe (HKA) as part of a project aiming for sustainable mobility;

➁ The terminal is constructed primarily from renewable resources (wood) and is designed to be replicable in other locations;

➂ The project includes a solar power system to charge the E-bikes and features social components such as a meeting point for students and staff.

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5 months ago

➀ This study explores the development of chitosan-silanized hexagonal boron nitride (hBN) nanocomposite films;

➁ It focuses on their structural, mechanical, and barrier properties;

➂ The research aims to enhance the performance of biodegradable polymer films, overcoming limitations of chitosan.

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5 months ago

➀ MinebeaMitsumi has announced a tender offer to acquire thermistor specialist Shibaura Electronics to save it from a hostile takeover bid from Taiwan's Yageo Corp.;

➁ Shibaura Electronics, with a 13.5% world market share in thermistors, is a key player in vehicles, wind turbines, and industrial robots;

➂ Yageo Corp. plans to make a takeover bid on May 7th, offering $29 per share, but MinebeaMitsumi is offering $31 per share, totaling $485 million for the company.

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5 months ago

➀ Ed在日记中透露,关税问题让他感到自豪,他预见到这将是Liz Truss故事的翻版,并相应地应对。

➁ 到周二晚上,关税已使全球股市价值蒸发10万亿美元,而到周四早上,股市又上涨了6万亿美元。

➂ 所有金融人士都说,当政府债券开始抛售时,总统将改变方向,就像Liz在她预算后大量出售金边债券时那样。

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5 months ago

➀ Hamamatsu Photonics Europe has launched NZConnectMD Scan, an image acquisition platform for digital pathology workflows.

➁ The software allows for centralized control of multiple NanoZoomer MD Series scanners.

➂ Key features include barcode-based slide tracking, workflow balancing, and space optimization.

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5 months ago

➀ U.S. President Donald Trump has signed an executive order to create the United States Investment Accelerator Office;

➁ The office aims to negotiate better deals for taxpayers;

➂ There are concerns about the impact on existing contracts and awards.

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5 months ago

➀ A recent study introduces a Janus membrane for water purification and energy generation, aiming to address water scarcity and energy needs;

➁ The membrane uses cellulose nanofibers (CNF) and a modified MXene to improve performance over longer periods;

➂ The Janus membrane demonstrates better performance than traditional membranes, achieving a high evaporation rate and photothermal conversion efficiency, and effectively preventing salt buildup.

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5 months ago

➀ A student at the University of Applied Sciences in Hagen, Melanie Welp, has developed a contactless timing system for Paralympic swimming to prevent injury from head impacts.

➁ The prototype uses an ultrasonic sensor to measure the time at six meters and 50 centimeters before the edge of the pool.

➂ The system has been tested and shown to be possible without causing injury to swimmers.

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5 months ago

➀ The P-562.6CD 6-axis Nanopositioning Stage from PI (Physik Instrumente) offers nanometer-level accuracy, repeatability, and high dynamic performance with millisecond responsiveness across six degrees of freedom.

➁ It uses PICMA® piezo actuators and play-free flexure-guided mechanics for frictionless motion and long-term stability.

➂ The stage is designed for photonics, semiconductor metrology, super-resolution microscopy, and nanomanufacturing.

3D ICHBMMicrochipNVIDIAsemiconductor
5 months ago

➀ A trawler caught 7 1/2 times as much fish as with conventional driftnet methods using new electronic fish-finding equipment developed by Kelvin and Hughes (Marine) limited;

➁ The story dates back to 65 years ago, when CERES (Combined Echo Ranging Echo Sounding) equipment was introduced;

➂ CERES combined echo-ranging and echo-sounding to improve fishing efficiency.

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5 months ago

➀ Ed向他的日记透露,执政不到一年的工党政府正在削减福利预算;

➁ 总理认为Ed是一个多面手,经常找他解决问题,Ed成了他的跑腿;

➂ 总理希望Ed帮助解决长期病假人员的问题,以减少福利预算开支,并避免政府形象受损。

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5 months ago

➀ Nvidia's GTC 2025 unveiled a roadmap with powerful new AI GPUs and systems, including Rubin GPUs for 2026 and Rubin Ultra in 2027.

➁ Intel's restructuring began with new CEO Lip-Bu Tan and a reorganization of Intel Foundry operations.

➂ Storage solutions for AI use cases were showcased, including Kioxia's 122.88TB SSD and Seagate's NVMe HDDs.

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