SemiAnalysis: Custom NVHBM Could Free Up ~25% of Die Area on Nvidia Feynman

SemiAnalysis estimates that HBM4 controllers and PHY consume about 16% of Nvidia Rubin's compute die, and its custom NVHBM could free roughly 25% of die area for compute on the next-gen Feynman architecture.

2026-10-02 ~ 2026-10-03 · 2 related posts

• HBM4 controllers eat ~16% of Nvidia's Rubin die, sparking optical interconnect debate — BenBajarin · 2026-10-02
• SemiAnalysis: Nvidia's custom NVHBM frees ~25% more compute die area on Feynman — zephyr_z9 · 2026-10-03