#high-bandwidth-memory

HBM4 Widens the Pipe—Memory Wall Shifts Right

HBM4 doubles bandwidth without breaking pin-speed records. It just made the pipe twice as wide, dodging physics for now.

AI Hardware

HBM4's Custom Die Twist: Scaling AI's Memory Wall Gets Messy

AI folks banked on stacking more HBM layers to feed ravenous models. Nope—custom base dies, shoreline squeezes, and vendor drama are flipping the script, for better or worse.