公众号记得加星标⭐️，第一时间看推送不会错过。 现在，HBM（高显存显存）几乎成了人们热议的话题。股票论坛、新闻媒体、甚至餐桌上，到处都 在谈论它——"HBM 供应短缺"或者"NVIDIA 因为 HBM 的缘故，GPU 产能不足"。 但几乎没有人解释它究竟难在哪里。大多数报道都止步于"他们用 TSV（硅通孔）堆叠芯片"或者"微 凸点必须完美对齐"。这算不上解释，只是简单的说明而已。 本文将详细介绍 HBM 生产的每个阶段——设计、制造、测试、封装——并解释每个阶段的真正难点 所在。文章还会涵盖产品交付给客户之后的情况，因为那才是真正出乎意料的有趣之处。本文所有内 容均基于亲身经历和公开的技术资料。 设计：不仅仅是堆叠式DRAM 总线宽度问题 标准的DDR5接口宽度为64位。HBM3E的运行宽度为1024位。HBM4则将其提升至2048位。更宽的 总线宽度不仅仅意味着更多的导线——每个I/O引脚都需要独立的信号通路，而且考虑到电源和控制 信号，单个HBM3E或HBM4堆叠就需要与相邻的GPU建立超过一千个连接。 你无法在PCB上实现这种布线。几何结构不兼容。这就是硅中介层存在的根本原因，也是像CoWoS 这样的 ...

记者丨张嘉钰 编辑丨曾静娇 周一（3月9日），美国三大股指全线收涨。道指涨0.5%；标普500指数涨0.83%，盘中一度跌超1.5%；纳指涨1.38%，基本收复自伊朗冲突以 来的全部跌幅。 据央视新闻报道， 特朗普称美国对伊朗战事已基本结束 。 | 道琼斯工业 | 纳斯达克指 | 标普500 | | --- | --- | --- | | 47740.80 22695.95 | | 6795.99 | | +239.25 +0.50% +308.27 +1.38% +55.97 +0.83% | | | | 美国科技七 中概科技龙 | | 中国金龙 | | 62299.79 3817.94 | | 7083.84 | | +812.56 +1.32% +80.23 +2.15% +122.79 +1.76% | | | | 道琼斯期货 纳斯达克100 标普500期货 | | | | 47660 24914.25 | | | | -109 - -0.23% -76.75 -0.31% -18.50 -0.27% | | | 大型科技股集体上涨，万得美国科技七巨头指数涨1.32%。英伟达、谷歌A涨超2% 。 半导 ...

Shares of Advanced Micro Devices rebounded on Monday as semiconductor stocks helped lift markets from earlier lows. AMD shares rose about 2% during the session, alongside gains in other chipmakers. ...

Midday Market Momentum: The "Oil Alarm" ResonatesThe U.S. stock market is grappling with significant volatility this Monday, March 9th, 2026, as a "fire siren" in the energy markets has sent investors scurrying for safety. Midday trading patterns reveal a market under intense pressure, primarily driven by escalating geopolitical tensions in the Middle East. Brent crude oil briefly spiked to nearly $120 per barrel earlier this morning, its highest level in nearly four years, following reports of intensified ...

When it comes to meeting the strict requirements of embedded applications, failure is not an option. AMD x86 embedded processors offer integrated connectivity, built-in redundancy, and security features that deliver results you can depend on. AMD offers three main families.EPYC embedded, Ryzen embedded, and Ryzen AI embedded. EPYC embedded processors are built for networking, storage, and industrial edge servers, where data must be processed reliably and securely, close to the source. They feature network-s ...

Hello, I'm here at MWC 26 with Mobile World Live. And joining me we have Rahul Tikoo, who is SVP and GM of the Client Business Unit at AMD. And with him is Steve Long, who is SVP and GM Intelligent Devices Group at Lenovo.Gentlemen, thank you both for joining me. Thank you for having us. So Rahul, let's start with you first.We've got quite a lot going on in your market. Enterprise customers have got a Windows 11 refresh. They've got AI to think about. They've also got tighter IT budgets.So how significant a ...

Hey, morning. Pleasure is all mine. Bien, muchas gracias.AMD gets that. When your business must go global, your laptop shouldn't hold it back. Co-Pilot Plus PC.Live captions powered by AMD Ryzen. AI PRO Processors makes every conversation count. ...

Hey, morning. Pleasure is all mine. Bien, muchas gracias.AMD gets that. When your business must go global, your laptop shouldn't hold it back. Co-Pilot Plus PC.Live captions powered by AMD Ryzen. AI PRO Processors makes every conversation count. ...

Core Viewpoint - Adeia Inc. has entered into a multi-year license agreement with Advanced Micro Devices (AMD) for access to its semiconductor intellectual property portfolio, resolving all outstanding litigation between the two companies [1][2]. Group 1: Agreement Details - The agreement allows both Adeia and AMD to move forward without the burden of litigation, creating opportunities for future collaborations on advanced semiconductor technologies [2]. - Adeia's portfolio includes innovations in hybrid bonding, semiconductor packaging, and semiconductor processing technologies, which are essential for the semiconductor industry [2]. Group 2: Company Background - Adeia Inc. is recognized for developing foundational innovations that support next-generation solutions in the semiconductor and media industries [3]. - The company has a significant and expanding portfolio of intellectual property that shapes the future of digital entertainment, electronics, and high-performance computing [3].

Investment Rating - The report rates the technology sector as a strong investment opportunity, highlighting a total brand value of the top 100 technology brands at USD3.7 trillion in 2026, up 15% from USD3.2 trillion in 2025 [8][15]. Core Insights - The technology sector is identified as the defining engine of global brand value, innovation, and capital markets, with significant contributions from key segments like semiconductors and strong performances in rapidly growing markets such as China [8][15]. - Trust is emphasized as a critical pillar of brand performance and long-term success, especially in the context of digital transformation and evolving consumer expectations [12][91]. Valuation Analysis - Apple retains its position as the world's most valuable technology brand in 2026 with a brand value of USD607.6 billion, reflecting a 6% growth [32]. - Microsoft follows in second place with a brand value of USD565.2 billion, up 23%, driven by its enterprise-focused portfolio [33]. - Google ranks third with a brand value of USD433.1 billion, supported by its leadership in search and cloud services [33]. - Amazon ranks fourth with a brand value of USD369.9 billion, while NVIDIA has seen significant growth, becoming the fifth-most valuable brand with a value of USD184.3 billion, more than doubling since 2025 [34]. Regional Analysis and Trends - U.S. brands account for over three-quarters of the total brand value in the Technology 100, with four brands—Apple, Microsoft, Google, and Amazon—contributing nearly 70% of this value [25]. - Chinese technology brands have experienced a different growth trajectory, with their total brand value rising to USD464.9 billion in 2026, but at a slower rate compared to previous years due to regulatory and economic factors [27][62]. - European brands collectively account for over USD84.4 billion in brand value, with SAP being the most valuable European brand at USD37.8 billion [55][56]. Brand Value Rankings - The top 10 technology brands by value in 2026 include Apple, Microsoft, Google, Amazon, NVIDIA, TikTok/Douyin, Facebook, Samsung, Instagram, and Oracle [49]. - The strongest technology brands based on Brand Strength Index (BSI) include YouTube, WeChat, Microsoft, Google, and NVIDIA [51]. - The fastest-growing technology brands include NVIDIA, Broadcom, AMD, Wistron, Micron, Xiaomi, AppLovin, CATL, VMware, and WeChat, with NVIDIA leading at a growth rate of 109.8% [53]. Insights on AI and Marketing - The report discusses the evolving role of AI in marketing, suggesting that while AI tools will change how marketers operate, the need for creative and strategic minds will remain essential [73][81]. - Brands are encouraged to build AI literacy across organizations to better navigate the changing landscape and leverage AI effectively [82][108].