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混合键合,是必须的吗?
半导体行业观察· 2025-12-31 01:40
Group 1 - Hybrid Bonding (HB) technology is commonly used among 3D NAND manufacturers such as Yangtze Memory Technologies Corp (YMTC), KIOXIA, and Western Digital, with YMTC branding it as Xtacking and KIOXIA/Western Digital referring to it as CBA [1] - The benefits of HB technology include significant improvements in storage density and higher I/O speeds, with major manufacturers like Micron, Samsung, and SK Hynix transitioning to HB structures for their NAND devices [2] - Future applications of HB technology may extend to DRAM scaling, including hybrid bonding 3D DRAM and advanced High Bandwidth Memory (HBM) devices [2] Group 2 - HBM DRAM stacking must reduce composite chip module height to meet overall packaging size goals, with JEDEC standards dictating HBM module height at 720µm for HBM3 and 775µm for HBM3E and beyond [3] - The thickness of HBM DRAM chip cores is currently 55µm for HBM3 devices, with AMD's new 12-chip stacked HBM3 device having a reduced core thickness of 37µm to comply with JEDEC standards [8] - Future HBM modules may achieve 16-stack, 20-stack, or even 24-stack configurations with a chip thickness of 20µm using hybrid bonding interconnects, although challenges remain in scaling due to cost, defects, and thermal management [8]
长江存储母公司,获得新融资
半导体芯闻· 2025-04-25 10:19
如果您希望可以时常见面,欢迎标星收藏哦~ 今天下午,上市公司河北养元智汇饮品股份有限公司对外发布公告称,公司投资了长江存储 科技控股有限责任公司(以下简称"长控集团"或"标的公司")。公告指出,本次投资金额为 人民币 16 亿元。本次交易完成后,公司控制的芜湖闻名泉泓投资管理合伙企业(有限合 伙)(以下简称"泉泓投资")持有长控集团0.99%的股份。 据企查查消息透露,本次的被投标的是"长江存储科技控股有限责任公司"法人为陈南翔,旗下公 司包括长江存储科技有限责任公司、武汉新芯集成电路股份有限公司以及宏茂微等一系列子公 司。其中长江存储科技有限责任公司就是我们平时俗称的"长江存储",也就是国内3D NAND的 唯一供应商。 至于本次被投标的是其母公司。换而言之,我们不能通过这个投资金额和在公司中的股份占比粗 暴计算"长江存储"的估值。而在引入了包括河北养元智汇饮品股份有限公司及一系列的新股东之 后,"长控集团"股东更多元化,为"长江存储"后续的发展打开了一个新局面。 官网资料显示,长江存储科技有限责任公司成立于2016年7月,总部位于"江城"武汉,是一家集 芯片设计、生产制造、封装测试及系统解决方案产品于一体 ...