AMD MI455 tipped at $28k per unit, but 432GB of HBM alone costs $12k-$14k
zephyr_z9 · x · 2026-09-30
An equity research account cites expert sources claiming AMD will price the MI455 at $28,000 and MI400 at $20,000 per unit — described as very competitive.
zephyrz9 pushes back on the claim: 432GB of HBM alone costs $12k–$14k, implying razor-thin margins at those price points and casting doubt on the leaked figures.
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