HBM

3 pieces tagged HBM.

Pieces

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The Chip So Big They Can't Throw the Broken Part Away

Every chip factory on Earth runs on the same rule: cut the wafer into hundreds of chips, test them, and throw the broken ones away. That rule is what "yield" means.

14 Aug 20261:56tip inside

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AI Ate Your RAM — And There Was Never a Shortage

Your RAM got about twice as expensive this year, and the reason has almost nothing to do with a shortage — the memory fabs are running flat out at record output, with $52B going into 300mm memory equipment in 2026 alone, up 29%. What actually happened is a reallocation, and it comes down to physics…

03 Aug 20262:11tip inside

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NVIDIA's Chip Is Finished — It Still Can't Ship (The Real AI Bottleneck)

NVIDIA's fastest AI chip has been finished for months — and it still can't ship. The reason isn't the 2-nanometer transistor everyone's racing toward; it's the very last step, advanced packaging.

16 Jul 20261:36tip inside