Koj tsis ntev los no tau sim yuav daim npav siab kawg lossis hloov kho koj lub computer lub RAM? Tej zaum koj yuav xav tsis thoob los ntawm cov nqi, uas muaj ntau tshaj peb npaug rau qee cov khoom siv. Dab tsi tom qab qhov kev nce no? Ntawm lwm cov laj thawj, qhov kev thov rau HBM ncoTab sis HBM nco yog dab tsi thiab vim li cas nws thiaj li tsav tus nqi ntawm RAM thiab GPUs hauv 2025?
Dab tsi yog HBM nco?High Bandwidth Nco)?
Nws tag nrho tau pib raws li qhov nruab nrab ntawm xyoo 2024 uas sai sai dhau los ua qhov tseeb uas tsis tuaj yeem zam tau hauv 2025. Tam sim ntawd, RAM thiab GPU tus nqi pib nce nrawm. Peb twb tau alluded rau qhov kev lag luam txav hauv cov ntawv dhau los, nrog rau vim li cas tom qab nws thiab nws qhov cuam tshuam thoob ntiaj teb(Saib cov ntsiab lus) Tus nqi nce ntawm AMD GPUs vim lub cim xeeb tsis txaus y DDR5 RAM nqi skyrocket: dab tsi tshwm sim nrog tus nqi thiab Tshuag).
Tab sis hnub no peb nyob ntawm no los tham txog lub ntsiab protagonist ntawm no co-up: HBM nco. Qhov no acronym stands rau High Bandwidth Nco lossis High Bandwidth Memory, thiab hais txog a kho vajtse technology uas yog generating ntau buzz. Thiab raws li koj tej zaum twb xav tias, nws hais txog qhov xav tau tshwj xeeb ntsig txog Artificial Intelligence.
Tsis zoo li ib txwm GDDR nco, uas yog teem rau kab rov tav ntawm lub motherboard, HBM chips yog stacked verticallyYog li lawv qhia txog kev hloov pauv ntawm kev tsim vaj tsev: lawv zoo li cov skyscrapers me me. Qhov kev ua tiav 3DD tau ua tiav qhov kev txawv tshaj plensity hauv qhov chaw tsawg kawg: ntau dua hauv tsawg dua.
Kev nrawm dua thiab kev siv qis dua
Thiab ua li cas lawv txuas rau ib leeg thiab rau lub processor? Through Through-Silicon Vias (TSVs), txhiab tus microscopic kev sib txuas uas khiav vertically los ntawm cov chipsCov kev sib txuas no tsim cov ntaub ntawv ceev ceev ntawm cov txheej txheem nco thiab cov processor. Rau txhua yam ua haujlwm tau zoo, nws yog qhov tseem ceeb uas HBM nco yog ze rau lub processor li sai tau.
Yog li, es tsis txhob nyob rau nyias nyias soldered rau lub motherboard, HBM nco yog stacked ncaj qha rau los yog ib sab ntawm lub processor (GPU los yog CPU). Qhov no yog ua tiav los ntawm kev siv silicon interposer, tshwj xeeb substrate uas ua raws li kev sib txuas ntawm lub platform siab. Ua tsaug rau qhov kev tsim no, cov kev siv hluav taws xob tau luv dua, ua rau ib qho qis zog noj, qis latency, thiab loj bandwidth.
Txhawm rau muab lub tswv yim rau koj: GDDR6X nco, tus qauv tshiab kawg, ncav cuag li 1 TB / s ntawm bandwidth. Piv txwv li, Cov qauv tam sim no ntawm HBM3E tshaj 1.2 TB / sThiab nrog HBM4 ntawm txoj kev, kev ua tau zoo yuav tsum muaj ntau dua.
HBM Memory: Vim li cas RAM thiab GPUs tau kim dua hauv 2025
Logically, muab kev saws me nyuam thoob plaws ntawm kev txawj ntse, muaj ib loj thov rau HBM nco Hauv kev lag luam thev naus laus zis, tag nrho cov qauv AI tsim muaj ib qho zoo sib xws: lawv cov kev siv tsis zoo ntawm kev nco bandwidth. Cov cuab yeej siv kho vajtse qub tsis tuaj yeem khaws cia, tab sis HBM teeb tsa daws qhov teeb meem no zoo nkauj thiab ua tau zoo.
Tab sis AI tsis yog tus tsav tsheb nkaus xwb. Lwm cov sectors, xws li quantum xam, molecular simulation, lossis high-fidelity virtual realityLawv kuj tau txais txiaj ntsig los ntawm HBM lub peev xwm. Nws yog qhov tseeb: raws li cov ntawv thov no dhau los ua qhov nyuaj thiab xav tau, kev hloov pauv mus rau architectures nrog lub cim xeeb siab bandwidth yog qhov kev zam.
Ntau npaum li ntawd, cov tuam txhab xws li NVIDIA, Google, thiab Amazon Web Services Lawv tau kos npe rau daim ntawv cog lus ntau xyoo kom ruaj ntseg muab HBM nco.Leej twg yog cov neeg tsim khoom? Lub epicenter yog nyob rau hauv Asia thiab Asmeskas: Samsung, SK Hynix Micron thiab Microsoft yog cov tuam txhab muaj lub luag haujlwm ua kom tau raws li qhov kev thov no. Lawv kuj tsim ib txwm RAM ... thiab qhov ntawd yog lub hauv paus ntawm nws tus nqi siab dua.
Kev poob qis… nqi nce
Lawm, txhua lub sijhawm thiab cov peev txheej ntawm cov tuam txhab tsim khoom semiconductor tau hloov mus rau kev tsim HBM nco. Thiab logically, qhov no Qhov no txo cov peev txheej muaj rau kev tsim GDDR thiab DDR nco. ib txwm. Ntau lawm ntog… tsis txaus… nqi nce… nws yog qhov yooj yim.
Nws yog ib qho tseem ceeb uas yuav tsum nco ntsoov tias kev tsim cov kev nco no yog cov txheej txheem nyuaj, sib txawv ntawm qhov tsim ntawm GDDR thiab DDR. Yog li ntawd, nws tsis yog yooj yim li halting ntau lawm ntawm ib tug qauv kom rov pib tsim ntawm lwm yam. Tib yam siv rau cov khoom siv raw: cov ntaub ntawv tshwj xeeb yuav tsum tsim HBM nco. Hauv cov ntsiab lus: Lawv yog cov kab tsim cais.
Thiab rau qhov no yuav tsum tau ntxiv thaj chaw ntawm cov neeg tsim khoom hauv South Kauslim thiab Tebchaws Meskas. Qhov kev muaj tiag no txwv lub peev xwm teb thoob ntiaj teb, uas Qhov no nce nqi ntxiv hauv Tebchaws Europe.Dab tsi tau cuam tshuam rau cov neeg siv? Cov duab hauv qab no qhia txog ntau npaum li cas qhov no tau cuam tshuam tus nqi nce ntawm RAM thiab GPUs hauv 2025:
- A 20% mus rau 40% nce hauv cov nqi muag khoom los ntawm 2025 rau cov DDR5 RAM.
- Lub quarter-on-quarter nce ntawm 8% mus rau 13% hauv DRAM rau servers, nrog rau cov mob hnyav txog li 40% - 50%.
- Kev tsis txaus graphics nco (GDDR6/GDDR7), cuam tshuam rau cov neeg siv khoom GPUs.
- Lub quarter-on-quarter nce ntau dua 10% hauv LPDDR5X nco rau mobiles.
HBM Memoirs: Yuav Ua Li Cas Txog Yav Tom Ntej
Hauv kev xaus, peb tuaj yeem hais li ntawd Kev tsim cov kev nco ib txwm tsis yog qhov tseem ceeb ntxiv lawmTxhua lub qhov muag nyob ntawm HBM nco. Piv txwv li, Micron, yog ib lub ntiaj teb peb lub cim xeeb loj tshaj plaws, tsis ntev los no tshaj tawm tias nws tawm hauv khw muag khoom. Yog xav paub ntxiv, nyeem tsab xov xwm. Micron kaw qhov tseem ceeb: cov neeg siv khoom siv keeb kwm nco txog lub tuam txhab hais lus zoo rau AI nthwv dej.
Thaum lwm cov kev daws teeb meem tshwm sim, cov neeg siv khoom thiab cov lag luam yuav tau sib cav nrog cov nqi siab thiab muaj tsawg. HBM nco yog lub luag haujlwm ncaj qha rau tus nqi nce ntawm RAM thiab GPUs hauv 2025. xws li lub tswv yim peev txheej rau kev nce qib ntawm AI thiab lwm yam thev naus laus zisNws tsis yog qhov xav tsis thoob tias nws yuav txuas ntxiv khaws cov peev txheej thiab kev saib xyuas hauv lub hlis thiab xyoo tom ntej.
Txij li thaum kuv tseem hluas kuv tau xav paub txog txhua yam ntsig txog kev tshawb fawb thiab thev naus laus zis, tshwj xeeb tshaj yog cov uas ua rau peb lub neej yooj yim dua thiab lom zem dua. Kuv nyiam nyob nrog cov xov xwm tshiab thiab cov xwm txheej tshiab, thiab sib qhia kuv cov kev paub, kev xav thiab cov lus qhia txog cov cuab yeej siv thiab cov khoom siv uas kuv siv. Qhov no ua rau kuv dhau los ua tus kws sau ntawv lub vev xaib me ntsis dhau tsib xyoos dhau los, feem ntau tsom rau cov khoom siv hauv Android thiab Windows operating systems. Kuv tau kawm los piav cov lus yooj yooj yim uas yog qhov nyuaj kom kuv cov neeg nyeem tuaj yeem nkag siab yooj yim.