bubble boi
I think people will be very surprised when HBM is gone.
2 hours agobubble boibubbleboi
Twitter
View on X
Note: AI-generated summary based on third-party content. Not financial advice. Read more.
Quick Insights

Intel is reportedly utilizing LPDDR5X memory for its upcoming Xe3P AI GPUs to mitigate challenges associated with the global HBM (High Bandwidth Memory) crisis. The shift suggests a strategic move away from HBM dependency for certain hardware lines. Sentiment indicates a potential market surprise regarding the future displacement or reduction of HBM usage.

Ask about this postAnswers are grounded in this post's content.
Tweet
About bubble boi
bubble boi

bubble boi

By bubbleboi

head of risk @thru_xyz.