Hot Chips 2026: Samsung and HBM Base Die Opportunities

(chipsandcheese.com)

18 points | by rbanffy 8 hours ago ago

4 comments

  • undersuit 6 hours ago 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.

    • rbanffy 6 hours ago ago

      This is a very interesting Hot Chips...

  • throw0101d 4 hours ago 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

  • binyu 5 hours ago ago

    Great resource, thank you.