… The same thing will happen to DRAM, of course. Micron used to give a hint here and there so Wall Street could reckon how much of its DRAM business was coming through HBM stacked memory and how much was coming from high capacity server DIMMs and LPDDR5 low-powered server memory. …
… Depending on who you ask, for fab modules that can handle 50,000 wafer starts per month, a 3 nanometer fab module costs around $20 billion, a 3 nanometer module costs around $28 billion, and a 1.4 nanometer module costs on the order of $49 billion. …
… Here how Neri characterized the impact of memory and flash shortages and price spikes on HPE: “The IT market is facing a sharp acceleration in supply tightness and increasing component costs, most notably in DRAM and NAND. …
… TPM: Is HBM a better business than normal DRAM? …
… Hence the rise in purchase commitments at Arista, which we presume customers are prepaying with deferred revenues, also double compared to this time last year, to help cover those costs and lock in prices now as best can be done. …
… Hence, the dramatic $20 billion acquihire of Groq, which could not be an outright acquisition because that might take a year or two and might not pass muster with the world’s antitrust regulators. …
… Meta Platforms decided to split the job into two pieces: GPUs with fast HBM hold relevant parts of the embedding tables that are “hot” and the rest are dumped off to CPUs with fat DRAM hold the rest. …
… As you can see, Taalas is showing much lower costs and incredibly lower latencies on these two models tested. …
… The HBM3e stacks are twelve DRAM chips high there is an error in the block diagram below , and the six stacks provide 216 GB of capacity and 6,528 GB/sec of bandwidth. …
… There is more demand than meets supply, but both Intel and AMD have been increasing supply and therefore revenues are rising. …