EPISODE · Mar 28, 2026 · 20 MIN
記憶體黑馬 HBF 想挑戰 HBM 的霸權？各界看法大不同｜#財訊不漏接 EP008 #財訊podcast
from 財訊 《Wealth Magazine》 · host 財訊雙週刊
日前 SK 海力士與晟碟聯合舉辦HBF啟動儀式，期望成為 AI 推論應用記憶體新主流，主要還是想要解決 HBM 供給吃緊的窘境，卻也引發市場的高度議論，真能取代 HBM嗎？ 《時間軸》 00:00 開場 00:30 市場動態 04:47 什麼是 HBF ? 與 HBM 有何不同 ? 12:13 各界對 HBF 的看法以及台廠的機會 19:02 留言 QA 【財訊Podcast】聽更多： https://open.firstory.me/user/wealth1... 原文刊登於財訊雙週刊 759 期 文章連結 https://www.wealth.com.tw/articles/13... 主持：陳碧珠 來賓：楊喻斐 錄音：蔡克承 成音：蔡克承 錄音日期：2026.03.24 -- Hosting provided by SoundOn
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記憶體黑馬 HBF 想挑戰 HBM 的霸權？各界看法大不同｜#財訊不漏接 EP008 #財訊podcast
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This episode is 20 minutes long.
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This episode was published on March 28, 2026.
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