Analysts See No Path Where Custom HBM Makes Memory Cheaper
BenBajarin · x · 2026-09-04
An analysis from Tech Circuit argues that custom HBM gives memory vendors deeper design-in and stronger customer lock-in: once the base die is tuned to a customer's accelerator, switching suppliers gets harder and the cost structure moves up.
Core conclusion: there is no path where custom HBM makes memory cheaper. Ben Bajarin amplified the take.
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