High-bandwidth memory costs roughly twice the capital per bit that ordinary DRAM does, because its dies are twice the size.

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• The rush to build high-bandwidth memory starves ordinary DRAM and NAND of capacity, so AI demand tightens the memory markets it never touches. DODoug O'Laughlin3 Mar 2024similar wording
• What an accelerator needs from memory is bandwidth per unit of chip edge, and on that measure ordinary DRAM is an order of magnitude behind HBM. DPDylan Patel13 Mar 2026similar wording
• The reason we cannot simply make more memory is that there is nowhere to put the tools, and a fab takes two years to build. DPDylan Patel13 Mar 2026similar wording
• Chips are getting more expensive mainly because they take more process steps, not because the tools got dearer. DODoug O'Laughlin22 Nov 2021similar wording
• The memory crunch will make ordinary phones and computers worse year on year, and that is why the public will come to hate AI more. DPDylan Patel13 Mar 2026similar wording

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