E ai ki ngā puna ahumahi i whakahuaia e ZDNet, kei te arotake anō a Samsung Electronics i te kaupapa o te NRD-K Line 2, e hangaia ana i tana puni i Giheung. E whakaaro ana te kamupene ki te huri i te rārangi rangahau me te whakawhanaketanga ka whakamaheretia ki te rārangi whakaputa kaipōti e tuhia ana mō te hanga i ngā 2nm logic base dies mō ngā mahara teitei hōu (HBM). Ko te kaupapa hei whakarite mō te tupu tere o te hiahia HBM āpōpō mai i ngā kaihoko nui pēnā i a Nvidia.
E ai ki ngā puna ahumahi i whakahuaia e ZDNet, kei te arotake anō a Samsung Electronics i te kaupapa o te NRD-K Line 2, e hangaia ana i tana puni i Giheung. E whakaaro ana te kamupene ki te huri i te rārangi rangahau me te whakawhanaketanga ka whakamaheretia ki te rārangi whakaputa kaipōti e tuhia ana mō te hanga i ngā 2nm logic base dies mō ngā mahara teitei hōu (HBM). Ko te kaupapa hei whakarite mō te tupu tere o te hiahia HBM āpōpō mai i ngā kaihoko nui pēnā i a Nvidia.
I te tuatahi, i hangaia te NRD-K Line 2 mō te whakawhanaketanga whakaritenga. I raro i te kōwhiringa hou, ka tuku te tikanga ki te hoko i ngā base dies mō ngā hua HBM kua whakaritea me te HBM5 i te wā e tīmata ana. Kua whakatau a Samsung ki te hanga i ngā base dies HBM5 mā te whakamahi i te 2nm tikanga e pā ana ki tana kaupapa kāpeka-ā-ito (GAA). E ai ki ngā tūmanako, ka tuku ngā hua āpōpō i ngā reiti whakawhiti raraunga e pūmau ana i te 50% teitei ake i te HBM4E, e whakararu ana i ngā tauira base-die tradito ki te whakatutuki i ngā whakaritenga pāmahana me te whakamahi pūngao. I korerohia e te Seoul Economic Daily i mua ko te rā whakarewa a Samsung i ngā kōrero mō tana otinga HBM5 mō te wa tuatahi i te Pipiri i tēnei tau.
E whakarite ana te rārangi ki te tīmata i ngā whakahaere i te haurua tuarua o te tau 2028. I kōrero ngā puna e pa ana ki te mea he iti noa te whare, ka tino taea te whakahaere i raro i te tauira "send-fab" hei pātea tāpiri. Kāore e ārikarika ki te whakahaere i te kaupapa whakaoti rārangi katoa kātahi ka tango i ngā rārangi mai i ngā rārangi whakaputa nui o Samsung me ngā mahi e wātea ana. Ka tautoko te whare i te kaha ā-taupua o Samsung i te mea kāore e noho hei rārangi whakaputa katoa pokakota.
E mau tonu ana te kaupapa ki te āwhina e ono tau e tata ana ki te tīmatanga, kāore anō te rautaki whakamutunga i whakaaetia. Ahakoa kei te tata te tono i roto i, kāore anō ngā whakahau hoko taputapu i tukuna. Ka taea tonu te huri i te rahinga haumi me te kaupapa o te whare e pā ana ki ngā huringa i te hiahia mākete hangarau.
Ko te NRD-K he hōtaka rangahau me te whakawhanaketanga whānuitanga e hangaia ana e Samsung me te haumi e tata ana ki te 20 pūtau whakamōhiotanga. E whakamaheretia ana ko te pa e āhua ana e toru ngā rārangi whakaputa. I oti te Rārangi 1 i te mutunga o te tau 2024, nāna i tīmata te whakarite tuatahi o te pa mo te Rārangi 2 i tēnei tau, ko ngā mahi tāpaetanga e haere ana.
Ko te huringa pea o Samsung i te rārangi R&D ki te rārangi whakaputa motuhake mō ngā base dies HBM e whakaata ana i tāna rautaki ki te whakapakari i te hono i waenganui i ana pakihi mahara me ngā pakihi kāpua. Ka hiahia ngā Hua HBM5 me ngā hua HBM kua whakaritea mō ngā GPU Feynman kēmu hou a Nvidia i ngā base dies logic teitei. Ki te taea e Samsung te whakaputa i ēnei base dies 2nm i roto i, ka taea e ia te whakapakari i tana tūnga whakataetae me te whiwhi i te mana nui mō te kaha whakaputa mō te wāhanga matua HBM.