HBM consumes far more manufacturing capacity than comparable LPDDR/DDR
knowrohit07 · x · 2026-09-25
Following up his critique of HBM, the author adds that HBM stacks consume significantly more manufacturing capacity than comparable LPDDR/DDR, wasting capacity, and continues questioning whether the vertical-stacking roadmap is the right approach.
Related event: Engineer Questions HBM Stacking: Bandwidth Diluted to 20% at 20 Layers(4 posts)→
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