… One of the major reasons behind Samsung's recent progress is its securing key HBM3E contracts from the likes of NVIDIA, AMD, and ASIC manufacturers. …
… The other part of the supply chain that is just as critical is memory. This is where we believe the key constraint lies. HBM Is the Bottleneck We believe HBM production is the bottleneck . …
… The future HBM4 memory coming from Micron will use its well-established 1-beta process, and will have a custom logic base die that will help its HBM4 memory deliver more than 2 TB/sec per HBM4 stack, which is 60 percent more bandwidth than a stack of HBM3E memory. …
… The announcement could prove to be a significant turning point for Samsung's HBM business, as it has been struggling for several quarters now , primarily due to the firm's slow progress with HBM3. …
Samsung has showcased its HBM4 memory modules to the public for the first time, indicating that the Korean giant is indeed prepared for the upcoming HBM competition. …
… Let's go through how HBM is used, and where the pressures are. HBM Usage in Inference In LLM inference, all the model weights reside permanently in the on-package HBM memory so the GPU can fetch them without delay. Alongside the weights, HBM also holds the KVcache. …
… The CXMT DDR5 memory, although achieving rapid progress, is only viable for entry-level & mainstream memory modules. …
… As for what's prompting these aberrant moves, industry sources have identified a double whammy of sorts: the astronomical increase in memory chip prices over the past year, largely driven by the AI-led cornering of global DRAM capacity for high-bandwidth memory HBM , as well as the ongoing logistic… …
… According to reports, Lee was offering MediaTek incentives, including lucrative memory deals, or priority access to its memory. …
… He added that as inference and token demand rise, so will the need for both higher-capacity and higher-performance memory. AI GPUs rely heavily on HBM, while AI CPUs use DRAM, and both are currently in short supply. …