Nvidia pushing NVHBM to de-risk base die after Hynix and Micron fumble, says report
basedjensen · x · 2026-10-28
A widely shared take argues Nvidia's push for NVHBM is driven by Jensen Huang's desire to avoid repeating a recent situation where Hynix and Micron "fucked up." The strategic logic: derisk the base die by bringing more of the stacking/interconnect layer in-house rather than depending on external HBM vendors.
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