福尔摩斯：基本演绎法第一季

3 years on, barbecue craze in East China's Zibo draws more international visitors_我的网站

A |     8月24日消息，美光HBM设计架构研究员拉古·斯里拉马内尼在8月23日斯坦福大学举办的Hot Chips 2026半导体会议上警告，内存墙依然存在，且情况还在恶化。          所谓内存墙，是指GPU速度不断提升，但存储数据的高带宽内存却无法跟上其速度而导致的瓶颈。

B |     e(ECNS) -- The online buzz surrounding the barbecue feast in East China's Zibo city may have cooled, but the city continues to attract visitors, including a growing number of international tourists.     Former NBA player DeMarcus Cousins was among the latest to sample the local specialty, grilling meat skewers and wrapping them in small pancakes at a barbecue restaurant in the city.    Cousins's visit turned a late-night meal into a cultural experience.    Three years after the online barbecue boom put Zibo on the map, foot traffic remains steady at the city's popular Bajor Market, according to Zheng Haolin, head of the market's management office. The market received more than 19 million visitors in 2023, 18.9 million in 2024 and more than 18.7 million in 2025. As of July 2026, more than 12 million people had visited, with the annual total expected to remain around 18 million to 19 million.        "What has cooled down is probably just the online buzz," Zheng said. "The fluctuation in visitor numbers is only a few hundred thousand each year. With a base of about 18 million visitors annually, the daily variation is very small."    Zheng also noted a significant shift: The number of international visitors has increased notably since 2024. Most are students studying in China, along with tour groups from Southeast Asia.    The restaurant that hosted Cousins set a goal in February of taking photos with diners from 50 countries. By August, that target had been met, with photos of the French ambassador to China, solo travelers from Sweden, tourists from Russia and Bangladesh, and Chinese nationals from overseas communities in Malaysia and Singapore.    A floor manager at the restaurant said she became friends with a Bangladeshi photographer who visited three times — first with friends, then with more friends and finally with his family.    Actress Xie Huiting, who performs in the restaurant's cultural show, recalled international students praising the performance and the food.    The owner said that beyond price, service and quality, cultural experiences are essential to turning short-lived online attention into lasting visitor loyalty. He introduced a 360-degree stage show featuring stories from ancient Chinese history, which runs alongside the dining experience.    A local resident who grew up in the area said the key to attracting visitors is simply good service and quality products. "That's the foundation for welcoming friends from elsewhere," he said.    (By Tang Yuxian)                        。    会议展示的最新HBM封装技术上，两颗GPU与八颗12层HBM4集成于一体，其中约90%半导体面积都用于存储，存储面积是GPU的8倍多。芯片内部空间几乎全被存储占据，这正是用面积换带宽所付出的代价，也是内存墙问题日益严峻的直观体现。     拉古指出，AI加速器计算性能以每两年3倍速度发展，但同期HBM发展速度不到每两年2倍。

C | 这解释了高带宽内存为何还是喂不饱GPU，无论计算设备速度多快，数据通道狭窄终将因供给过慢而停滞。

D |     硬件上，当前HBM制造相同存储容量消耗的晶圆数量约为普通DDR5的3倍。拉古强调，技术升级越快芯片尺寸越大、堆叠层数越多，这一差距还在扩大，内存行业将持续面临短缺。     散热方面，HBM是多层堆叠结构，底层产生的热量最多，但热量必须穿透所有堆叠层才能到达顶部的冷却系统，这使得散热效率大打折扣，液冷和芯片超薄技术正提供解决方案。    拉古表示，HBM的挑战需要内存厂商、GPU设计商、代工厂和封装厂商共同协作才能解决。                   

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