电子行业周报：存力升级，大厂抢订HBM

    1    NVIDIA AMD AI BusinessKoreaAMD AMD SK 7.6 HBM HBM3EHBM3ECPUGPU HBM 1 2024 AI AIGCHBM AMD AMD AI A100 AMDMI200 HBMHBM2e H100 192GBHBM3 SK HBM3 H100 AMDMI300X 1.6 AI HBMSKTrendForce2023 118.3 AI HBM 38.4%9% 46% 2022HBM AI HBM 2023HBM2024 70 2025HBM SK 50% 40%10% SK HBM3 424GBHBM3HBM3E DRAM16GB KoreaTimesHBM3 23H2SK TrendForce Micron TSVDRAMCoWoSHBMCPU/GPU TSVThroughSiliconVia 3D 30% 50% SK TSV CoWoSChiponWaferonSubstrateChiponWaferCoWCoW Substrate CoWoSHPCHBMAI GPUCoWoS8000/AMD23H230001.1/2024 AMD TSMC HBM SK HBM HBM DRAM 1 SK + LNG SSD SK 26 3nmUPChemical 2 SK SK MTK 5 1bDRAM200XNAND SK 1 3500 SSD SSD SSD2022-2026SSD23.7% SK 3 DRAMNANDFLASH 246 / 12 10 / 2 / 2021 TSV IC ifind ifind ifind ifind ifind ifind ifind ifind ifind