---
title: "The three major storage manufacturers have launched a \"thermal management\" offensive, with heat management becoming the core competitiveness of the next generation HBM"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/289004944.md"
description: "The three major storage manufacturers, SK Hynix, Samsung, and Micron, are competing to develop the next generation of HBM, with thermal management becoming a core competitive advantage. Embedded cooling technology will be first applied to HBM5, and the collaboration efficiency between foundries and memory manufacturers is also a key competitive factor. Affected by this news, the STAR Market Semiconductor ETF Huaxia and the Semiconductor Equipment ETF Huaxia fell by 2.23% and 2.32% respectively on the same day, with related stocks such as HYC leading the decline"
datetime: "2026-06-08T05:30:45.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/289004944.md)
  - [en](https://longbridge.com/en/news/289004944.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/289004944.md)
generator: "portal-rs"
---

# The three major storage manufacturers have launched a "thermal management" offensive, with heat management becoming the core competitiveness of the next generation HBM

As of June 8, 2026, 13:07, the Science and Technology Innovation Semiconductor ETF Huaxia (588170) fell by 2.23%, and the Semiconductor Equipment ETF Huaxia (562590) fell by 2.32%. In terms of popular individual stocks, HYC led the decline with a drop of 6.70%, Naiko Equipment fell by 6.18%, Pioneer Jingke dropped by 5.47%, Olay New Materials decreased by 5.46%, and Xingfu Electronics fell by 3.96%.

On the news front, SK Hynix, Samsung, and Micron are racing to develop the next generation product HBM, with internal thermal management becoming a technical challenge; embedded cooling technology will first be widely applied to HBM5. The efficiency of collaboration between foundries and memory manufacturers is likely to become a key competitive factor.

Related ETFs: Science and Technology Innovation Semiconductor ETF Huaxia (588170) and its linked funds (Class A: 024417; Class C: 024418): The tracking index is the only semiconductor equipment theme index on the Science and Technology Innovation Board, with nearly 80% of the content in memory chips and the highest content of advanced packaging in the entire market (about 59%), focusing on hardcore equipment companies at the forefront of technological innovation.

Semiconductor Equipment ETF Huaxia (562590) and its linked funds (Class A: 020356; Class C: 020357): The tracking index is the CSI Semiconductor Materials and Equipment Theme Index, with the highest content of semiconductor equipment in the entire market index (about 63%), directly benefiting from the global chip price surge and the certainty of demand for "shovel sellers" (equipment manufacturers)

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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**