Micron’s own HBM architect, on site at the Hot Chips conference:
“Computing power grows by about 3x every two years. Although HBM has solved many bandwidth issues and improved bandwidth, it still lags behind demand, growing only about 2x every two years. Therefore, the memory wall problem still exists, and in fact, it may be getting worse.”
— Raghu Sreeramaneni, Micron Fellow, HBM Design Architecture
This is a structural gap that keeps widening with each generation of products. The market has not yet realized this difference.
#美股 $SKHYNIX $MU
“Computing power grows by about 3x every two years. Although HBM has solved many bandwidth issues and improved bandwidth, it still lags behind demand, growing only about 2x every two years. Therefore, the memory wall problem still exists, and in fact, it may be getting worse.”
— Raghu Sreeramaneni, Micron Fellow, HBM Design Architecture
This is a structural gap that keeps widening with each generation of products. The market has not yet realized this difference.
#美股 $SKHYNIX $MU