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← High-bandwidth memory costs roughly twice the capital per bit that…

6 connected korrents · 4 moments on record from 22 Nov 2021 to 13 Mar 2026.

Same subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: High-bandwidth memory costs roughly twice the capital per bit that ordinary DRAM does, because its dies are twice the size. High-bandwidth memory costs roughlytwice the capital per bit thatordinary DRAM does, because its diesare twice the size. DO Doug O'Laughlin — holds since 2024-03-03 — tap for who they are Same subject: The rush to build high-bandwidth memory starves ordinary DRAM and NAND of capacity, so AI demand tightens the memory markets it never touches. — tap to centre the map on it The rush to buildhigh-bandwidth memory starvesordinary DRAM and NAND ofcapacity, so AI demand… DO Doug O'Laughlin — holds since 2024-03-03 — tap for who they are Same subject: 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. — tap to centre the map on it What an accelerator needs frommemory is bandwidth per unitof chip edge, and on thatmeasure ordinary DRAM is an… DP Dylan Patel — holds since 2026-03-13 — tap for who they are Same subject: 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. — tap to centre the map on it The reason we cannot simplymake more memory is that thereis nowhere to put the tools,and a fab takes two years to… DP Dylan Patel — holds since 2026-03-13 — tap for who they are Same subject: Chips are getting more expensive mainly because they take more process steps, not because the tools got dearer. — tap to centre the map on it Chips are getting moreexpensive mainly because theytake more process steps, notbecause the tools got dearer. DO Doug O'Laughlin — holds since 2021-11-22 — tap for who they are Same subject: 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. — tap to centre the map on it The memory crunch will makeordinary phones and computersworse year on year, and thatis why the public will come to… DP Dylan Patel — holds since 2026-03-13 — tap for who they are Same subject: The chip industry split into fabless designers and a handful of foundries because fabs got too expensive to own, not because anyone chose that structure. — tap to centre the map on it The chip industry split intofabless designers and ahandful of foundries becausefabs got too expensive to own… BP Brian Potter — holds since 2024-05-03 — tap for who they are
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At the centre High-bandwidth memory costs roughly twice the capital per bit that ordinary DRAM does, because its dies are twice the size. Holds Doug O'Laughlin Read this korrent →