3D DRAM slated for 2029: bandwidth of 3x HBM5E at sub-1pJ/bit
zephyr_z9 · x · 2026-09-24
Analyst Ian Cutress reports 3D DRAM is coming in 2029, with 115x bandwidth equal to 3x HBM5E at sub-1pJ/bit energy — a significant signal for AI's memory-bandwidth bottleneck.
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