It won't matter. HBM somehow had perfect supply/demand last year, but that looks like it will change very shortly. AI will be in high demand, which translates to HBM selling like hotcakes. It won't matter if one process is better than the other, so long as it's faster than RAM.Reply
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Adramtech - Monday, August 21, 2023 - link
It looks like Micron has this beat already, with only an 8 stack instead of 12 stack. Replynandnandnand - Tuesday, August 22, 2023 - link
The market will buy HBM as fast as it is made, at least in the short term. ReplyThreska - Wednesday, August 23, 2023 - link
I feel validated with my Vega. Replymeacupla - Wednesday, August 23, 2023 - link
It won't matter.HBM somehow had perfect supply/demand last year, but that looks like it will change very shortly.
AI will be in high demand, which translates to HBM selling like hotcakes. It won't matter if one process is better than the other, so long as it's faster than RAM. Reply