On July 13, sincere division walks out of China sea 3 days 2 board. The company sends transaction announcement at 12 days, successive 3 trade day (on July 10, 2023, mixed on July 11, 2023 on July 12, 2023) closing quotation price rises a deviate value accumulative total more than 30% .
Sweep across the whole world as AI spring tide, tall bandwidth memory (HBM) serves as firstly core component, be in in recent years attention heat also when the river rises the boat goes up too. HBM has the advantage such as tall bandwidth, high capacity, small delay time and low power comsumption, can accelerate AI data processing rate, more apply to the high-powered computation setting such as ChatGPT. According to media coverage, opened the SamSung after year, SK 2023 order of HBM of two memory big plant increases Hailishi quickly, HBM3 norms DRAMRise in price 5 times. Increase to answer demand of artificial intelligence semiconductor, the message says Hailishi will increase SK memory of investment tall bandwidth (HBM) produce a line, the target produces HBM can enlarge 2 times. Country of market of Trend Force of global market research organization seeks advice beforehand appraise 2023 HBM demand will year add 58% , hopeful grew again 2024 about 30% .
AndThe upper reaches of HBM encloses a nucleus duramen expects even if model of oxygen of grain shape annulus is sealed makings (GMC) . Because the ply folding a layer of HBM is taller, so need is used enclose material specially, GPU server of Ying Weida, the MI250 of H100, A100, A800 and AMD, MI250X, all configured HBM, that is to say all should use GMC.
At present the whole world measures GMC 2 times only produce, the Sumitomo(that is Japan respectively lives friendly bakelite) with ResoNav(clear and electrical engineering) , basically be in monopoly position, and had limitted export at present, home wants to break through block, can come true only homebred replace. And Hua Haicheng division is currentDomestic exclusive HBM encloses material to appear on the market company, beyond question meeting is paid close attention to extensively by everybody.
Hua Haicheng division showed recently, the product already passed the assessment test and verify of Buddha wisdom core related GMC, can offer apply to compress shape the grain state product of craft, the product of state of grain of division EMG-900-ACF of “ Hua Haicheng that acquired Buddha wisdom core to issue does not have stomatic, warp after compressing moulding to shape small, film is deep sex of even, fill is good wait for function characteristic, with foreign capital congener product comparatives the production that the applied conclusion company of ” can satisfy GMC from grinding GMC equipment is made, at present relevant product is in in process of test sending sample. Expect than be being sealed at model of LMC(liquid state) GMC has larger cost dominant position, prevenient present the trend that encloses a domain to the part replaces LMC, market prospect is capacious.
The company is prevenient still be in position level into the product that encloses a domain, partial product already realized small lot, in having the process that partial product is sending appearance, test and verify.
Model of oxygen of grain shape annulus is sealed makings (GMC)
At present model of oxygen of annulus of preparation grain shape seals the mainstream technology of makings to be centrifugal process and hot patterning method, the integrated technology demand such as method of test of facilities of engineering technology of the recipe technology that seals makings manufacturer to model, production, production, product is higher, reason this market is primary by forestall of foreign capital manufacturer; And grain size of product criterion existence cannot refine the grain shape of preparation of conventional technology place, grain surface dust too much, grain size is not even, create the problem such as the stoma after enclosing easily.
Model of oxygen of grain shape annulus is sealed makings the means that seals a process to use even powder in model, turn into after warm-up liquid state, bear the weight of those who contain chip board immerge arrives in colophony and shape, operate simple, man-hour shorter, cost is lower advantage, GMC hopeful development becomes main brilliant round step to enclose model to seal one of material, market development prospect is good.
Hua Haicheng division, annulus oxygen model sealed makings income to occupy 2022 than be as high as 95% , downstream client incorporates China day science and technology, grow electric science and technology, the company of semiconductor of domestic top chip such as Yang Jie science and technology, china become a shareholder secondhand for Ha Bo, accumulated rich semiconductor to enclose material experience. Announcement will show July, makings respect is sealed in model of high-powered annulus oxygen, implementation batch is sold and had increased rate faster.
Develop as the high speed of AI, it is Hua Haicheng division not only, believe company of relevant industry chain will welcome new development opportunity.
