Qualcomm, Samsung, Cerebras and d-Matrix all tease compute-stacked 3D-DRAM
AccBalanced · x · 2026-09-24
Over the past few months Qualcomm, Samsung, Cerebras and d-Matrix have all teased DRAM stacked with compute. The case for the trend rests on three points:
- Every tensor engine gets its own path to memory instead of sipping from a shared straw
- Sub-0.1 pJ/bit access frees the power budget for compute and networking
- Unlike HBM, 3D-DRAM access can be made deterministic, like SRAM
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