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S
Dan i think you are confusing HBM(High Bandwidth Memory) with HBF(High Bandwidth Flash memory) which is meant as more of like SSD...
Jun 8, 2026
F
I think a fair comparison would have the 3DXPoint dies linked by TSVs just like HBF and HBM (for 3D NAND and DRAM dies, respectively)...
Jun 8, 2026
F
HBM correct?
HBM is designed to feed GPUs with enormous amounts of data, reaching bandwidth in the terabytes-per-second range. That's...
Jun 8, 2026
F
Dear experts, I am wondering how the HBF compared with the discontinued intel Xpoint technology?
Jun 8, 2026
F
Ok, by "untapped" capacity you mean room to improve. But the wafer cost is the same, so their margins need the yield.
Jun 8, 2026
B
I was thinking say if their yield was abysmal at like 40%, and they managed to improve it to 60% in a quarter (3x7%), then they will...
Jun 8, 2026
Agreed but I cannot imagine Rapidus not getting more money to finish the project. Fully functional HVM 2nm fabs are in the $30B range?
Jun 8, 2026
HBM correct?
HBM is designed to feed GPUs with enormous amounts of data, reaching bandwidth in the terabytes-per-second range. That's...
Jun 8, 2026
Key executive staff addition allows expanded engagements with growing customer base
SANTA CLARA, CA — June 8, 2026 — llmda.ai, the...
Jun 8, 2026
S
Dear experts, I am wondering how the HBF compared with the discontinued intel Xpoint technology?
Jun 8, 2026
J
If it's in R&D now, full-scale 2nm manufacturing by 2027 is definitely too soon.
Jun 8, 2026
F
If it's in R&D now, full-scale 2nm manufacturing by 2027 is definitely too soon.
Jun 7, 2026
F
You mean low volume (not yield)?
Jun 7, 2026
F
1. If Intel remains on the Intel 7 process longer than expected because Intel Foundry is facing yield or capacity issues on Intel 4...
Jun 7, 2026
F
@floppydisk
seeking alpha is what I use (only good reason to use seekingalpha). If its still free
intel site video...
Jun 7, 2026
Like.
HBM correct? HBM is designed to feed GPUs with enormous amounts of data, reaching bandwidth in the terabytes-per-second range. That's...
Daniel Nenni replied to the thread Rapidus Completes 150 Billion Yen Funding Round from Japan Government.Agreed but I cannot imagine Rapidus not getting more money to finish the project. Fully functional HVM 2nm fabs are in the $30B range?