clm_5ed74c3b4991457aa5fb23ef65bcb103_r1

2025-08-12_scaling-the-memory-wall-the-rise-and-roadmap-of-hbm::HBM25-0030

① SA Source

• Source: 開啟完整 SA 文章
• Section: Custom Base Die
• Line hint: 281

Context Before

Hynix’s HBM3E base die. Source: SK Hynix

Evidence

TSMC has confirmed there will be 2 variations of the HBM4 base die, one manufactured on N12 and one on N3, this would offer a significant power reduction compared to existing implementations (though a very small reduction in overall power budget of the system).

Context After

More of the area of the base die can be utilized to add in significant functionality with various custom base die configurations. Tying this back to the discussion on the importance of shoreline -** there is a huge amount of untapped shoreline real estate that exists on the HBM base die of today which is going to be unleashed from HBM4 onwards.**

We expect Nvidia and AMD to come out with their custom HBM implementations with HBM4, with other accelerator designers likely to only have a custom base die implementation by HBM4E in the 2027 timeframe.

② Atomic Claim

TSMC 確認 HBM4 base die 將有 N12 與 N3 兩種版本，base die power 可顯著下降，但對整體 system power budget 的改善較小。

• Epistemic Mode: ATTRIBUTED
• Mapping Status: COMPLETE

③ Semantic Frame

{
  "attribute": "base_die_process_options",
  "context_nodes": [
    {
      "id": "02_companies/2330 台積電",
      "label": "TSMC"
    }
  ],
  "entity": {
    "id": "04_knowledge_base/HBM4",
    "label": "HBM4"
  },
  "frame_type": "ATTRIBUTE",
  "qualifiers": {
    "condition_text": null,
    "numeric_mentions": [
      "2"
    ],
    "temporal_mentions": []
  },
  "value": {
    "numeric_mentions": [
      "2"
    ],
    "value_text": "TSMC N12 and N3 variants"
  }
}

④ Canonical Entity Mapping

Role	Surface Label	Canonical Target
entity	HBM4	HBM4
context_0	TSMC	02_companies/2330 台積電

⑤ Human Review

請在 Properties 逐項確認：

• 原文 → Atomic Claim 是否忠實
• Atomic Claim → Semantic Frame 是否忠實
• Canonical Entity mapping 是否正確
• Epistemic mode 是否保留原文語氣
• 最後選擇 review_action

Review state

Markdown 內文不是正式 approval。只有 Apply bridge 寫入的 Decision Ledger event 才是正式決策。