Memory companies repeat the investment strategy of earlier, causing memory capacity concerns. Read our analysis and outlook for memory capacity. ChipsAct ChrisMiller ChipWars DRAM AI Datacenter Semiconductor HBM
Love the S-D rainbows. Can you please clarify this statement : "HBM needs 2x the capacity per bit than regular DRAM". ? Are you referring to manufacturing capacity?
The industry is complex and constantly changing. This used to annoy me until an MBA professor told me: "Complexity is your friend", implying there is value in being able to handle complexity
Love the S-D rainbows. Can you please clarify this statement : "HBM needs 2x the capacity per bit than regular DRAM". ? Are you referring to manufacturing capacity?
Love the Giga to Gotta wait diagram! Such a clear way of explaining how these firms are linked.
Yes - 1 bit HBM requires the same area as 2 bit std Dram. Pricing is about 3x and contracts are long term so HBM will get priority.
Thanx Babbage
The industry is complex and constantly changing. This used to annoy me until an MBA professor told me: "Complexity is your friend", implying there is value in being able to handle complexity