Lin
@Speculator_io
Speculator & Investor since 2013 | Engineer & VC | Future Optimist | Here to help you make better investment decisions
参加 May 2020
444 フォロー中 139.5K ファン
The High-Bandwidth Memory (HBM) Network
1. HBM Suppliers
$MU $HXSCL (SK Hynix) $SSNLF (Samsung)
2. ASIC Designers
$AVGO $MRVL Alchip GUC
3. HBM Customers
- GPUs: $NVDA $AMD $INTC
- Cloud Service Providers: $GOOGL $AMZN $MSFT $META
もっと見る
