原文标题：Samsung Reportedly Signs USD 3 Billion HBM3e Deal with AMD
原文连结：https://reurl.cc/4r46d2
发布时间：04/26/2024
原文内容：
According to a report from Korean media outlet viva100, Samsung has signed a new
USD 3 billion agreement with processor giant AMD to supply HBM3e 12-layer DRAM
for use in the Instinct MI350 series AI chips. Reportedly, Samsung has also agre
ed to purchase AMD GPUs in exchange for HBM products, although details regarding
the specific products and quantities involved remain unclear.
Earlier market reports indicated that AMD plans to launch the Instinct MI350 ser
ies in the second half of the year as an upgraded version of the Instinct MI300
series. The MI350 series is reportedly expected to adopt TSMC’s 4-nanometer pro
cess, delivering improved computational performance with lower power consumption
. The inclusion of 12-layer stacked HBM3e memory will enhance both bandwidth and
capacity.
In October 2023, at Samsung Memory Tech Day 2023, Samsung announced the launch o
f a new HBM3e codenamed “Shinebolt.” In February of this year, Samsung unveile
d the industry’s first HBM3e 12H DRAM, featuring 12 layers and a capacity of 36
GB, marking the highest bandwidth and capacity HBM product to date. Samsung has
provided samples and plans to commence mass production in the second half of the
year.
Samsung’s HBM3e 12H DRAM offers up to 1280GB/s bandwidth and 36GB capacity, rep
resenting a 50% increase compared to the previous generation of eight-layer stac
ked memory. Advanced Thermal Compression Non-Conductive Film (TC NCF) technology
enables the 12-layer stack to meet HBM packaging requirements while maintaining
chip height consistency with eight-layer chips.
Additionally, optimizing the size of chip bumps improves HBM thermal performance
, with smaller bumps located in signal transmission areas and larger bumps in he
at dissipation areas, contributing to higher product yields.
The adoption of HBM3e 12-layer DRAM over HBM3e 8-layer DRAM has shown an average
speed improvement of 34% in AI applications, with inference service users incre
asing by over 11.5 times.
In view of this matter, industry sources cited by the report from TechNews has i
ndicated that this deal is separate from negotiations between AMD and Samsung Fo
undry for wafer production. AMD plans to assign a portion of new CPUs/GPUs to Sa
msung for manufacturing, which is unrelated to this specific transaction.
翻译：
据韩国媒体viva100报导，三星已与AMD签署了一项价值30亿美元的新协议，以供应HBM3e 12
层DRAM，用于MI350系列AI芯片。据报导，三星还同意购买AMD的GPU，以换取HBM产品，虽然
有关具体产品和数量的细节仍不清楚。
早期的市场报告显示，AMD计划在下半年推出Instinct MI350系列，作为Instinct MI300系
列的升级版。据报导，MI350系列预计将采用TSMC的4nn制成，以降低功耗提高计算性能。12
层堆叠的HBM3e内存的加入将提高带宽和容量。
在2023年10月的三星内存技术日2023上，三星宣布推出了一款名为“Shinebolt”的新型H
BM3e。今年2月，三星推出了业界首款HBM3e 12H DRAM，拥有12层，容量达36GB，是迄今为
止带宽和容量最高的HBM产品。三星已提供样品，计划在下半年开始大规模生产。
三星的HBM3e 12H DRAM提供高达1280GB/s的带宽和36GB的容量，较前一代八层堆叠内存提
高了50%。先进的热压缩非导电膜（TC NCF）技术使12层堆叠能够满足HBM封装要求，同时保
持与八层芯片的芯片高度一致性。
此外，优化芯片凸点的尺寸可以提高HBM的热性能，将较小的凸点位于信号传输区域，较大
的凸点位于散热区域，有助于提高产品产量。
采用HBM3e 12层DRAM而不是HBM3e 8层DRAM，在AI应用中平均速度提高了34％，推理服务用
户增加了11.5倍。
鉴于此事，报导中引用的TechNews的行业消息来源指出，此交易与AMD和三星Foundry就晶圆
生产进行的谈判是分开的。AMD计划将部分新CPU/GPU分配给三星进行制造，与此特定交易无
关。
心得/评论：
据我所知目前最先进的HBM3e应该是Micron 再来Sk Hynix, 个人推测苏妈有可能是产能问题
才找上Samsung
另外 之前AMD合作的云端服务大厂是不是只剩Microsoft了？博通跟Nvidia又更稳了！！