Micron's HBM3e factory
$Micron Technology (MU.US)$HBM3e will also be made in Hiroshima 👀
$NVIDIA (NVDA.US)$It was adopted in the H200, which has begun shipping, and is also expected to be equipped with a Blackwell that will appear later this year.
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米国個別株！一児のパパ👨
エヌビディアを中心に据えたコアサテライト戦略ポートフォリオ。
子どものためにもがんばります🔥
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masa5858 : I heard from another person that the H-200 will be shipped from around June...
tom_ogiso OP masa5858 : “NVIDIA, a major US semiconductor company27Japan, advanced image processing semiconductors (GPU）「H200It was announced that shipments of” have begun.” It seems!
https://www.nikkei.com/article/DGXZQOGN27DV20X20C24A3000000/
masa5858 : Thank you very much.