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采用TSV技术垂直堆栈使得HBM内空间被充分利用,突破单一封装内带宽限制
采用TSV技术垂直堆栈使得HBM内空间被充分利用,突破单一封装内带宽限制
行业数据
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图片尺寸:1543*895
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| 图表 14 | 采用 TSV 技术垂直堆栈使得 HBM 内空间被充分利用，突破单一封装内带宽限制 |
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
fCDlubTku70gfCDmr5vliKnnjocgfCDlh4DliKnnjocgfAp8LS0tLS0tfC0tLS0tLS0tfC0tLS0tLS0tfAp8IDIwMTIgfCAxNyUgICAgfCA4JSAgICAgfAp8IDIwMTQgfCAyMyUgICAgfCAxMCUgICAgfAp8IDIwMTYgfCAyNSUgICAgfCA5JSAgICAgfAp8IDIwMTggfCAzMiUgICAgfCAxNiUgICAgfAp8IDIwMjAgfCAzNSUgICAgfCAxOCUgICAgfAp8IDIwMjIgfCAzMyUgICAgfCAxNyUgICAgfAoK6LWE5paZ5p2l5rqQOiBXaW5kLCDlm73nm5vor4HliLjnoJTnqbbmiYA=
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所属报告:
雅克科技-公司研究报告-AI驱动HBM放量前驱体龙头迎崭新机遇-230504(30页).pdf
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fCDlraPluqYgICB8IOaMh+agh+exu+WeiyB8IOW4guWcuuS7veminSB8CnwtLS0tLS0tLXwtLS0tLS0tLS0tfC0tLS0tLS0tLS18CnwgUTIgMjAyNSB8IFNoaXBtZW50IHwgNjIlICAgICAgfAp8IFEzIDIwMjUgfCBSZXZlbnVlICB8IDU3JSAgICAgIHwKCui1hOaWmeadpea6kO+8mkNvdW50ZXJwb2ludCBSZXNlYXJjaO+8jFNLIOa1t+WKm+Wjq++8jOS4nOWMl+ivgeWIuA==
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竞争格局
2026-04-24
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2024年Q3-2025年Q3全球HBM竞争格局
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竞争格局
2026-04-24
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HBM技术路线图(2014–2029)
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行业数据
2026-04-22
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HBM市场份额
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竞争格局
2026-04-22
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台积电全球晶圆代工收入市占率节节高升;三星2025Q4因2nm新品出货贡献营收,且自家HBM4使用的logicdie晶圆开始产出,淡化整体产能利用率略降的不利因素
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竞争格局
2026-04-13
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图5、HBM竞争格局(2024年)美元
fCDkvIHkuJogICB8IOW4guWcuuS7vemine+8iDIwMjTlubTvvIkgfAp8IC0tLS0tLSB8IC0tLS0tLS0tLS0tLS0tLS0tLSB8Cnwg5rW35Yqb5aOrIHwgNTQlICAgICAgICAgICAgICAgIHwKfCDkuInmmJ8gICB8IDM5JSAgICAgICAgICAgICAgICB8Cnwg576O5YWJICAgfCA3JSAgICAgICAgICAgICAgICAgfAp8IOWFtuS7liAgIHwgMC4yMCUgICAgICAgICAgICAgIHwKCui1hOaWmeadpea6kO+8mllPTEXvvIzlhbTkuJror4HliLjnu4/mtY7kuI7ph5Hono3noJTnqbbpmaLmlbTnkIY=
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竞争格局
2026-04-10
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最新数据
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得益于 TSV 技术,信号传输路径更短、物理接口更少的 HBM 在提升带宽的同时具备更低的功耗、更小的封装面积。HBM 通过硅通孔(TSV)技术将数个 DRAM 裸片垂直堆叠在芯片 Z 轴进行电气连接和物理延伸,相比于传统的倒装焊和引线键合,TSV 无需布线、多层堆叠。一方面,在晶圆上直接打孔的方式通过去耦 I/O 负载提升了引脚速率,并通过消除堆叠芯片上不必要的重复电路组件实现了数据吞吐量的增加,显著提升带宽。另一方面,TSV 同时缩短了电传导通路,减少信号延迟、互联密度更高。TSV 技术核心在于通孔制作,在芯片上打下数千个孔道,需要依次完成硬掩膜图形化后深硅刻蚀孔内清洗、PEALD 沉积、电镀、退火等多个步骤,孔的成型、填孔电镀、减薄和键合都是 TSV的难点所在,因而目前能够掌握 TSV 技术并将其应用于 HBM 领域的企业并不多见。
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雅克科技-公司研究报告-AI驱动HBM放量前驱体龙头迎崭新机遇-230504(30页).pdf
用于训练不同人工智能系统的计算量呈指数级增长(截至2023年3月15日)
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公司历史毛利率、净利率
公司各板块历史毛利率
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