Hot Chips 2026: Samsung and HBM Base Die Opportunities

chipsandcheese.com

18 points by rbanffy 7 hours ago

throw0101d 3 hours ago

See also recent Asianometry video "SK hynix and the HBM Revolution":

* https://www.youtube.com/watch?v=Cg5tAujp6Go

And from a few years ago "The Special Memory Powering the AI Revolution":

* https://www.youtube.com/watch?v=yAw63F1W_Us