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Platform | Substack | Pricing | Freemium | Publishes | Weekly |
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Issues | 21 | Subscribers | Read | yzyz.substack.com |
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Astera Labs一直是多空双方激烈博弈的一只票:空头看衰其PCIe retimers在英伟达GB200中的用量减少(vs.
笔者最早在今年七月所写的 “The Bonder War” 这篇文章之中(The Bonder War – An update on ASMPT (522 HK),BESI (BESI NA), Shibaura (6590 JP), Tazmo (6266 JP) and other advanced packaging equipment players)提到了英伟达下一代的CPO产品会采用hybrid bonding process。最近大家对于英伟达CPO话题的关注度...
笔者在之前介绍bonder的文章中(The Bonder War – An update on ASMPT (522 HK),BESI (BESI NA), Shibaura (6590 JP), Tazmo (6266 JP) and other advanced packaging equipment players)提到了英伟达下一代的Rubin系列产品会在CoWoS-L的CoW制程上采用下一代TCB设备,即fluxless TCB。最近有不少读者询问这方面的情况,因此...
最近NVIDIA又出来搞事情了,NVL36取消,B200A取消,又新增了B300/GB300/GB300A,各种眼花缭乱的产品名称让一些不熟悉英伟达产品的人头晕。本文就为一般投资人来简单梳理一下最近出现的产品变化。
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