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Scaling the Memory Wall: The Rise and Roadmap of HBM

… Essentially, as AI chips get more HBM, developers immediately build larger models to fill it, so memory is always the next bottleneck. Let's go through how HBM is used, and where the pressures are. …

Aug 12, 2025 · Dylan Patel

Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck

… The Trump administration needs to solve this failure from the Biden administration immediately . The stockpiling matters as advanced tools, like Hanmi's TCB systems for HBM3, are restricted, but they are not that instrumental. Older systems can be run slower without impacting cost too much. …

Sep 8, 2025 · Dylan Patel

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Scaling the Memory Wall: The Rise and Roadmap of HBM

Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck