こんにちは、やん(@yanblog3)です。
この記事では、上の動画のスライド資料を掲載します。
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目次
AI半導体とHBM
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参考動画
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DRAM市場(HBM含む)
![](https://yanblog3.com/wp-content/uploads/2024/05/30-2-1024x576.png)
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NVIDIAのGPU不足は今後も続く ボトルネックはHBMとTSMCの中工程か
EE Times Japan
![](data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==)
![](https://image.itmedia.co.jp/ee/articles/2405/07/cover_news034.jpg)
NVIDIA??GPU?s???͍?????????@?{?g???l?b?N??HBM??TSMC?̒??H????
NVIDIA??GPU??????Ă??Ȃ??B???v???̂??̂??傫?????Ƃ????邪?A?Ƃɂ??????????ǂ??t???Ă??Ȃ??B?{?e?ł́A???̗v???ɂ??ďڍׂ͂???B
HBM市場
![](https://yanblog3.com/wp-content/uploads/2024/05/36-1-1024x576.png)
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NAND市場
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Micron 現状分析
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Micronの今後
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Micronの株価水準
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まとめ
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