SK Hynix says HBM is not the final answer to AI’s memory-wall bottleneck
rwang07 · x · 2026-07-26
SK Hynix executives say HBM is important but not the final answer to the memory-wall problem in AI systems.
- One executive explicitly agrees with Pat Gelsinger’s criticism that HBM is a “lousy memory” in the sense that it is not the ultimate fix.
- The core issue is that the memory wall is an inherent AI bottleneck, not something HBM alone can eliminate.
- HBM still helps by increasing bandwidth, but it comes with thermal, I/O, and cost constraints.
- SK Hynix says it is also working on other directions to address the bottleneck beyond current HBM technology.
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