How Will the Tech Industry Handle the DRAM Shortage?
… The recently released B300 uses eight HBM chips, each of which is a stack of 12 DRAM dies. Competitors’ use of HBM has largely mirrored Nvidia’s. AMD’s MI350 GPU, for example, also uses eight 12-die chips. With so much demand, an increasing fraction of the revenue for DRAM makers comes from HBM. …