[tuyere Research and report Co., Ltd.] Advanced materials have been sampled, HBM storage and packaging customers, this company is the only listed company in China, benefiting from this round of "Chiplet+ChatGPT" double pull, downstream covering Changdian, Tongfu and other head manufacturers

Driven by the increased demand for high-end GPU adoption, the demand for high-bandwidth memory (HBM) in 2023 is expected to grow by 58% compared with the same period last year. The company's advanced materials have sent sample HBM storage and packaging customers, benefiting from this round of "Chiplet+ChatGPT" double pull. At present, the company is the only domestic listed company of this material, covering Changdian, Tongfu and other head manufacturers downstream.