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如三星電子和SK海力士 。疊加GPU搭載HBM數量提升和HBM容量與價值增長，據報道，市場需求激增，引領AI大模型突破。這項決定屬於韓國稅法修正案執法法令草案的一部分。並將為HBM技術供應商提供稅收優惠，算力驅動AI服務器出貨量迅猛增長，對應2023-2030的年複合增長率達68.3%。全球HBM市場規模有望從2光算谷歌seo光算谷歌外鏈023年的15億美元增至2030年的576億美元，產業鏈內企業迎來發展新機遇。而存儲技術提升是AI性能提升的關鍵。國家戰略技術可享有更高的稅收減免：中小型企業可獲得最高40%至50%減免，（文章來源：財聯社）韓國將HBM確定為國家戰略技術，OpenAI正式推出大型多模態模型GPT-4，GPU性能提升推動HBM技術不斷升級，打破內存帶寬及功耗瓶頸， 2 |
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