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#hbm

All stories tagged hbm on The Silicon Valley News.

Memory Economics Invert: AI Demand Pushes DRAM Cost Above Leading-Edge Compute Per Area

For the first time, the manufacturing cost of advanced DRAM on a per-area basis has surpassed that of leading-edge compute chips, signaling a fundamental shift in semiconductor economics driven by the escalating demands of artificial intelligence workloads.

David Park 1m ago 3 min read

Chips

To Beat the HBM Thermal Wall, Chip Architects Move Memory Sideways

As vertical high-bandwidth memory stacks hit a critical thermal ceiling, packaging engineers are turning to lateral integration and hybrid bonding to sustain AI accelerator scaling.

David Park Aug 5, 2026 3 min read

Chips

Samsung Projects Structural Memory Deficit Through 2028 as HBM Cannibalizes Wafer Capacity

The semiconductor industry faces a prolonged memory supply crisis as the production of high-bandwidth memory for AI hardware consumes disproportionate wafer allocations.

David Park Aug 1, 2026 2 min read

#hbm

Stories tagged hbm

Memory Economics Invert: AI Demand Pushes DRAM Cost Above Leading-Edge Compute Per Area

To Beat the HBM Thermal Wall, Chip Architects Move Memory Sideways

Samsung Projects Structural Memory Deficit Through 2028 as HBM Cannibalizes Wafer Capacity