Why won’t AMD go to 4 Hi also? Customizing the base die is something they could do as well. Addin...
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The posts discuss how the use of 4Hi HBM stacks is implicitly bearish for AMD competitiveness, reducing their cost differential compared to Nvidia. The author questions why AMD won't move to 4 Hi as well by customizing the base die, noting that adding more HBM was unwise.
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