https://blog.alansun.host/tags/hbm/Recent content in HBM on 没用知识库Hugo -- gohugo.iozh-cnalansundy@gmail.com (羊羊羊)alansundy@gmail.com (羊羊羊)© 2026 羊羊羊Wed, 01 Jul 2026 00:00:00 +0000https://blog.alansun.host/posts/20260701_%E6%8E%A8%E7%90%86%E8%8A%AF%E7%89%87%E6%9E%B6%E6%9E%84%E5%9B%BE%E8%B0%B1_%E4%B8%89%E7%B1%BB%E7%93%B6%E9%A2%88%E4%B8%8E%E5%8D%81%E4%BA%8C%E5%AE%B6%E5%85%AC%E5%8F%B8/Wed, 01 Jul 2026 00:00:00 +0000alansundy@gmail.com (羊羊羊)https://blog.alansun.host/posts/20260701_%E6%8E%A8%E7%90%86%E8%8A%AF%E7%89%87%E6%9E%B6%E6%9E%84%E5%9B%BE%E8%B0%B1_%E4%B8%89%E7%B1%BB%E7%93%B6%E9%A2%88%E4%B8%8E%E5%8D%81%E4%BA%8C%E5%AE%B6%E5%85%AC%E5%8F%B8/围绕存储带宽、计算灵活性与部署功耗三大核心约束，横评 Groq、Cerebras、Tenstorrent、SambaNova、Etched 等 12 家 AI 推理芯片公司的四大存储架构路线与生存空间。https://blog.alansun.host/posts/20260701_hbm%E7%BB%93%E6%9E%84%E6%80%A7%E7%9F%AD%E7%BC%BA%E8%AE%BA%E8%AF%81/Wed, 01 Jul 2026 00:00:00 +0000alansundy@gmail.com (羊羊羊)https://blog.alansun.host/posts/20260701_hbm%E7%BB%93%E6%9E%84%E6%80%A7%E7%9F%AD%E7%BC%BA%E8%AE%BA%E8%AF%81/打破传统存储器“涨价—扩产—崩盘”的周期律假设，从智能体 Token 消耗、长上下文 KV Cache 状态驻留与模型规模三大引擎量化推演 2026—2030 年 HBM 的结构性供需缺口。https://blog.alansun.host/posts/20260630_%E9%95%BF%E9%91%AB%E5%AD%98%E5%82%A8%E7%9A%84%E6%8C%91%E6%88%98%E4%B8%8E%E5%86%85%E5%AD%98%E8%B6%85%E7%BA%A7%E5%91%A8%E6%9C%9F/Tue, 30 Jun 2026 00:00:00 +0000alansundy@gmail.com (羊羊羊)https://blog.alansun.host/posts/20260630_%E9%95%BF%E9%91%AB%E5%AD%98%E5%82%A8%E7%9A%84%E6%8C%91%E6%88%98%E4%B8%8E%E5%86%85%E5%AD%98%E8%B6%85%E7%BA%A7%E5%91%A8%E6%9C%9F/基于 SemiAnalysis 深度研究，剖析全球第四大 DRAM 厂商长鑫存储在设备管制、制程代差与良率上的真实约束，论证为何其扩产短期内不会终结由 HBM 驱动的内存超级周期。https://blog.alansun.host/posts/20260625_%E4%BA%BA%E5%B7%A5%E6%99%BA%E8%83%BD%E5%8D%8A%E5%AF%BC%E4%BD%93%E7%BB%88%E5%B1%80__%E5%86%85%E5%AD%98%E5%AD%98%E5%82%A8%E5%91%A8%E6%9C%9F/Thu, 25 Jun 2026 00:00:00 +0000alansundy@gmail.com (羊羊羊)https://blog.alansun.host/posts/20260625_%E4%BA%BA%E5%B7%A5%E6%99%BA%E8%83%BD%E5%8D%8A%E5%AF%BC%E4%BD%93%E7%BB%88%E5%B1%80__%E5%86%85%E5%AD%98%E5%AD%98%E5%82%A8%E5%91%A8%E6%9C%9F/当 AI 演进至推理主线，存储成为最大算力瓶颈。本文从定制化属性、指数级需求与技术迭代三大条件出发，推演 HBM、DRAM 与企业级 SSD 能否摆脱传统强周期泥潭。https://blog.alansun.host/posts/20260620_%E8%8B%B1%E7%89%B9%E5%B0%94%E7%9A%84%E5%85%88%E8%BF%9B%E5%B0%81%E8%A3%85%E5%8F%8D%E6%94%BB/Sat, 20 Jun 2026 00:00:00 +0000alansundy@gmail.com (羊羊羊)https://blog.alansun.host/posts/20260620_%E8%8B%B1%E7%89%B9%E5%B0%94%E7%9A%84%E5%85%88%E8%BF%9B%E5%B0%81%E8%A3%85%E5%8F%8D%E6%94%BB/从英特尔延揽前 SK 海力士 CEO 李锡熙执掌先进封装切入，对比 EMIB 局部硅桥与台积电 CoWoS 整片硅中介层的成本、面积与良率优劣，解析 AI 芯片封装格局的潜在变局。https://blog.alansun.host/posts/20260617_ai%E7%AE%97%E5%8A%9B%E4%BA%A7%E4%B8%9A%E9%93%BE%E6%8A%95%E8%B5%84%E9%80%BB%E8%BE%91%E7%9A%84%E6%96%B0%E9%98%B6%E6%AE%B5/Wed, 17 Jun 2026 00:00:00 +0000alansundy@gmail.com (羊羊羊)https://blog.alansun.host/posts/20260617_ai%E7%AE%97%E5%8A%9B%E4%BA%A7%E4%B8%9A%E9%93%BE%E6%8A%95%E8%B5%84%E9%80%BB%E8%BE%91%E7%9A%84%E6%96%B0%E9%98%B6%E6%AE%B5/当“AI CapEx 普涨扩散”逻辑告一段落，算力投资进入去伪存真阶段。本文从量、价、产品结构与持续性四维出发，将产业链划分为四大象限并梳理存储、光互连与供电散热的核心卡位。