Hot Chips 2026: Samsung and HBM Base Die Opportunities

4 comments

• throw0101d 14 minutes 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
• undersuit 2 hours ago
  Moving the HBM PHY and DDR PHYs to the HBM base dies is crazy and then in the very next slide they propose logic too. The parallelism you can gain by hooking this up to SIMD running on the HBM logic elements blows my mind.
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  • rbanffy 1 hour ago
    This is a very interesting Hot Chips...
• binyu 32 minutes ago
  Great resource, thank you.
• locacorten 1 hour ago
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