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@teortaxesTex: I have no idea where "2M HBM stacks" comes from. Now CXMT should be around 50-60K WPM for HBM. You get, what, 2TB HBM3E per wafer? 75PB nee...

@teortaxesTex 3 信息等级 3 1 噪音/剔除；2 较弱；3 普通事实；4 重要行业动态；5 极重大事件。该分数是信息显著性，不是投资建议。 发布：2026-06-06T02:56 抓取：2026-06-06 05:18
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行业 半导体 算力
摘要

推文作者对HBM产能需求进行估算：CXMT HBM产能约50-60K WPM，每片晶圆产出约2TB HBM3E，每个SuperCluster需75PB，对应3.75万片晶圆，约3周产出，认为当前产能不构成瓶颈。

客观事实
  • CXMT HBM产能约50-60K WPM
  • 每个HBM3E晶圆可产出约2TB
  • 每个SuperCluster需要75PB HBM
CXMT HBM3E SuperCluster

原文

I have no idea where "2M HBM stacks" comes from.
Now CXMT should be around 50-60K WPM for HBM. You get, what, 2TB HBM3E per wafer? 75PB needed per SuperCluster, 37.5 thousand wafers. 3 weeks of output.
I may be way way off but it doesn't look like a bottleneck. @zephyr_z9 https://t.co/gMe89abqrh

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