X：SemiAnalysis (@SemiAnalysis_)· @SemiAnalysis_·· 6 小时前AI 评分
SemiAnalysis：定制 HBM 如何为 Rubin 与 Feynman 腾出 GPU 算力面积
R to @SemiAnalysis_: Who else goes custom, who stays standard and why, and what it means for memory vendors and foundries: all in our latest Memory Model note, All About That Base: sales@semianalysis.com (2/2) https://semianalysis.com/memory-model/
SemiAnalysis 分析称，定制 HBM 可将内存控制器从 XPU 移到 HBM base die，并用 Nvidia 的 NV-HBI die-to-die 链路替代标准 PHY。
来源：X：SemiAnalysis (@SemiAnalysis_) · x.lingyaoai.com