Space Lasers

[Jukan @jukan05]

[EXCLUSIVE] SK HYNIX CONSIDERS INTEL FOR NEXT-GENERATION HBM BASE DIES

SK hynix is moving to diversify the foundry suppliers for the base dies used in high-bandwidth memory (HBM), which is built by vertically stacking multiple memory dies.

The company is reportedly considering outsourcing a portion of the base-die production for HBM4E, the seventh generation of HBM, to Intel Foundry. Until now, SK hynix has relied entirely on TSMC for outsourced base-die production.

The move is seen as an effort to establish a multi-vendor foundry strategy, reducing supply-chain concentration on TSMC while also strengthening SK hynix’s bargaining power on pricing.

According to industry sources on August 31, SK hynix is pursuing a plan under which base dies for HBM4E could be manufactured by both TSMC and Intel, potentially beginning as early as the HBM4E generation.

The base die sits at the bottom of an HBM stack and functions as a controller chip that supports and manages the overall structure. It is also commonly referred to as a logic die. The base die is responsible for the high-speed interface that connects HBM with external processors such as GPUs and CPUs.

Up through HBM3E, SK hynix manufactured its base dies using its own processes. However, as successive HBM generations have placed greater importance on the logic, control functionality, and performance of the base die, SK hynix began working with TSMC to manufacture base dies starting with HBM4. SK hynix’s HBM4 products currently in mass production use base dies manufactured on a TSMC 12nm-class process.

The key issue is the cost burden associated with the base die. According to industry sources, the TSMC-produced base die used in HBM4 is estimated to cost three to four times as much as the core dies—the DRAM dies stacked above the base die that directly store data—which SK hynix manufactures using its 10nm-class fifth-generation 1b process.

The base-die cost burden is expected to increase further with HBM4E. Because HBM products are heavily covered by long-term supply agreements (LTAs), it is also difficult for SK hynix to immediately pass higher foundry costs on to customers through higher product prices.

For this reason, industry observers believe that if Intel ultimately joins SK hynix’s base-die supply chain, the company would gain additional options in terms of both cost competitiveness and supply stability.

The move is also interpreted as part of a longer-term strategy to diversify a supply chain currently concentrated on TSMC. Beginning with HBM4, “custom HBM”—in which the base-die design is tailored to the architecture and performance requirements of individual customers’ AI accelerators—is becoming increasingly important.

For SK hynix, this creates a need to move away from an ecosystem concentrated around specific customers and foundries and broaden its ability to collaborate with a wider range of AI chip companies.

There is also speculation that SK hynix’s cooperation with Intel could eventually expand beyond base-die manufacturing into advanced packaging.

At Hot Chips, the high-performance semiconductor and computing architecture conference held in Silicon Valley, Lee Jae-sik, vice president of package engineering at SK hynix America, said the company is evaluating and comparing major advanced packaging technologies, including TSMC’s CoWoS-S and CoWoS-L as well as Intel’s EMIB.

$INTC

[Space Lasers @SpaceLaserss]

@Bears_Hype_Man Spider legs

[Space Lasers @SpaceLaserss]

@captaincaleb18 Same person

[Space Lasers @SpaceLaserss]

@captaincaleb18 He's like Neon Dieon after he lost his toes

[Space Lasers @SpaceLaserss]

@clayharbs82 Is it opposite day? If by deep you mean bombed and depleted, then yes.

[Space Lasers @SpaceLaserss]

@AdamGLost Can't feed a family of runts. Takes huge shits. Hot though

[Space Lasers @SpaceLaserss]

@Dylan_Morri Seems like the current crystal-growing players purposely limit supply so as to boost prices and demand. What does a world with supply greater than demand look like? Hmmmm

[Space Lasers @SpaceLaserss]

@AdamHoge Waived = under 4 seasons. He goes on the waiver wire. Any team can claim him, worst record picks first, and he has no say.

Released = 4+ seasons. Instant free agent. He picks where he signs.

Free agency just means nobody holds his rights, so he chooses.

[Space Lasers @SpaceLaserss]

@AdamHoge What's the difference between waived and released?

[Space Lasers @SpaceLaserss]

@Bill_Bychowski @AdamHoge Still not sure what the differences are but thank you. Waived are waived and released get free agency? What does that mean? I will Ask Jeeves

[Space Lasers @SpaceLaserss]

@AdamSchefter Micah Parsons is a SISSY

[Brian Baldinger @BaldyNFL]

.@ChicagoBears @Titans @JordanvandenB12 @StaceyDales Some guys just know how to play the game....And with a maniac's intensity. He was born to be a Bear. #dabears #BaldysBreakdowns

[™³k @_tm3k]

Yeah we're going to war

[UFO Hunter @iamufohunter]

🚨 Right after Jeffrey Epstein was arrested in July 2019, far-right streamer Paul Miller, known online as Gypsy Crusader confronting Ghislaine Maxwell outside of Jeffree Epstein's mansion in Manhattan.

Thoughts ?

[Senex @senex_official]

1,200 human heads and human fetuses found inside of a warehouse, having come from Israel.

This is one of the most disturbing stories I’ve ever covered.

Viewer discretion advised.

This will also be heavily suppressed, so help me beat the algorithm by sharing.

[Hannibal999 @Hannibal9972485]

It’s very possible that FLOCK is just a SACRIFICIAL company for absorbing ATTACKS and their is secret partnership with AXON for data laundering of cities personal data and the 30 day deletion is all fake. 👀🚨 and Axon is sitting on a massive database of vehicle location data that they obtained through their partnership with Flock data that was collected under Flock's data retention policies (30-day rolling deletion) but may now be permanently stored in Axon's cloud.🚨👀

On Flocks blog post explicitly states there was a integration "allowed for the automatic transfer of Flock-derived evidence into https://t.co/7E56pPuErn. 🚨

Now Flock's policy is to delete data after 30 days. But when Flock data was integrated into https://t.co/7E56pPuErn and Fusus, copies of that data were created in Axon's cloud. When Flock deletes its copies after 30 days, does Axon delete its copies? Axons API severance suggests Axon stopped receiving NEW data, but what about the historical data already in https://t.co/7E56pPuErn?🚨

If Axon retained historical Flock data in https://t.co/7E56pPuErn and Fusus, and if that data is now being used to train Axon's AI models , has effectively stolen millions of Americans' location data and is using it for commercial AI development without consent.
——
Why this matters? 👀🚨

Now look at what happened in State of Washington Jose Rodriguez's public records requests. 🚨

Cities told courts they could not produce the records because Flock's 30-day deletion policy destroyed them. They paid $300,000 in settlements. Sedro-Woolley paid $40,000. Stanwood paid $40,000. Everett paid $25,000. 🚨

But here is the contradiction that nobody has caught: If Flock data was automatically transferring into https://t.co/7E56pPuErn, then copies of that data existed in Axon's cloud, independent of Flock's 30-day deletion policy. https://t.co/7E56pPuErn is an evidence retention platform. It is designed to preserve data, not delete it after 30 days⚠️👀

When those cities told courts they did not possess the records, they may have been wrong. The records may have been sitting in https://t.co/7E56pPuErn the entire time. Either those cities lied to courts, or they did not know their own evidence platform contained the records they were being sued for.👀

But it gets worse. Look at Flock's behavior. Flock's Vice President of Litigation, Michael Goldsticker, sent emails to city attorneys coordinating efforts to deny the public records requests. Flock was actively helping cities fight disclosure of records that Flock's own system was deleting.👀

Now ask yourself: Why would Flock help cities deny records requests if those records still existed in Axon's https://t.co/7E56pPuErn? 🚨

Because Flock knew the records were in https://t.co/7E56pPuErn, and Flock did not want anyone to look there. If someone looked in https://t.co/7E56pPuErn and found the records, it would expose the fact that Flock's 30-day deletion policy was a sales pitch, not a technical reality. The data was being copied to Axon's cloud, and neither Flock nor Axon was disclosing this to the municipalities or the courts.🚨👀

Flock and Axon collectively allowed cities to pay $300,000 in settlements and incur legal costs while the data may have been sitting in https://t.co/7E56pPuErn. 👀 🚨
—

Now look at Axon's ACEIP program. Axon's own privacy notice says ACEIP "enables us to use Customer Content from participating customers to develop and improve current and future products.

Flock data was flowing into https://t.co/7E56pPuErn through the API integration, that data became Customer Content. If any of those municipalities were enrolled in ACEIP, Axon was using Flock-derived vehicle location data to train Axon's proprietary AI models.

Axon's ALPR products are now being sold to municipalities that just fled Flock. Those Axon ALPR products are powered by AI models that were trained on Flock's data

https://t.co/lyQU2ijv23

https://t.co/hTaJuVSx4H

@HawleyMO

@RepThomasMassie

[Rick Armstrongs executor 📎 @RickArmstrong11]

@JackStr42679640 Never forget that before he was killed in Ukraine, American journalist Gonzalo Lira laid out exactly how Zelensky was manufactured and funded by Israeli Jewish billionaire Kolomoisky

[Jack Straw @JackStr42679640]

Joe Rogan goes silent as guest dives deep on who Zelensky really is.

[Jackson Hinkle 🇺🇸 @jacksonhinkle]

🇺🇸🇮🇱 U.S. soldiers are DONE with Israel…