[News] GUC’s HBM4 IP Ready, But CSP Adoption Timing Unclear

---

---

HBM4, the sixth generation of HBM, is poised to become the key to breakthroughs in computing power for next-generation CSPs (Cloud Service Providers). According to a report from Commercial Times citing Global Unichip Corp. (GUC), to support the development of HBM4, their semiconductor IP (Intellectual Property) is already prepared and awaiting CSP manufacturers to advance their manufacturing processes.

GUC pointed out that if future clients need to integrate general-purpose HBM4 into ASICs (Application-Specific Integrated Circuits), GUC can provide assistance.

GUC further emphasized that its IP is ready for HBM4 development, waiting for CSPs to advance their manufacturing processes. Currently, the ASICs being mass-produced by CSPs still use HBM2 or HBM2e, while HBM3 is in the R&D stage.

The company candidly acknowledged that it cannot play any role at the moment and needs to wait for CSPs to adopt HBM4 on a large scale, taking cost considerations into account. When that time comes, GUC expects to assist CSPs in designing their solutions.

Currently, SK hynix has the technological capability for the general-purpose base die used in HBM4. However, when moving to more advanced processes like 5nm or beyond, external design service providers will be required.

Industry sources cited by Commercial Times believe that the pace of advancements in computing power is accelerating.

For instance, Google’s sixth-generation TPU, expected to be launched by the end of this year, is already based on TSMC’s 4nm process and designed on the Arm architecture.

Similarly, Meta’s upcoming MTIAv2 is built on TSMC’s 5nm process. The trend toward developing in-house chips is characterized by lower power consumption and larger memory capacities.

Read more

• [News] TSMC Reportedly Secures Another AI Opportunity, Winning Order from SK Hynix
• [News] SK Hynix Disclosed Details Regarding HBM4e, Reportedly Integrating Computing and Caching Functionalities

(Photo credit: GUC)