HBM eats far more manufacturing capacity than comparable DDR/LPDDR — is it worth it?
knowrohit07 · x · 2026-09-25
The same author adds a capacity angle to his HBM critique: HBM stacks consume far more manufacturing capacity than comparable LPDDR/DDR, wasting production that could go to cheaper memory. He questions whether this is really the right direction for the industry.
Related event: Engineer Questions HBM Stacking: Bandwidth Diluted to 20% at 20 Layers(4 posts)→
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