hbm

2 articles tagged with this topic

HBM Packaging Lands in Indiana: A Half-Step Onshoring of the AI Supply Chain

SK Hynix broke ground in Indiana on a $4B memory packaging facility—an AI supply chain onshoring milestone. It's HBM packaging, not wafer fabs.

2d ago2 min read

Behind Nvidia's 15% Price Hike: The Inference Cost Curve Begins to Reverse

Nvidia raised prices 15%+ on HBM costs. AI inference cost-decline curve hits the memory wall—HBM supply sets token economics for 12-18 months.

Aug 232 min read