HBM

3 articles tagged with this topic

Micron

Micron CEO Warns of 2027 Memory Crunch — AI Compute Is Eating Hardware Capacity

Micron CEO warns memory supply will tighten sharply in 2027-2028, AI as main driver. Hardware costs will rise for any company deploying AI.

Oct 41 min readAI Finance Weeklywww.reddit.com

Pat Gelsinger

Former Intel CEO Pat Gelsinger and an SK Hynix VP both question HBM as AI memory's best answer. HBM is nearly half of AI chip costs — this matters.

Sep 252 min readAI Finance Weeklywww.reddit.com

Micron

1GB HBM = 3x DDR5 wafer area; next-gen no improvement. Big three pivot to HBM, shrinking global GB output by two-thirds. AI cost relief: not soon.

Aug 282 min readAI Finance Weeklywww.reddit.com