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Can be or will be? 😞
Jun 8, 2026
A
I believe this was one of the downsides of 5N4Y. Less time for tool evaluation and reducing expensive process flow decisions. 14A...
Jun 8, 2026
Can be or will be? 😞
Jun 8, 2026
If it involves humans, it can be corrupted.
Jun 8, 2026
M
This would be a great example of why Pat was fired. As some point "optimism" becomes " misinformation" . The day after he left, even...
Jun 8, 2026
M
They are working on it. Unfortunately, often the wafer cost challenges are created during TD with tool choices and process choices...
Jun 8, 2026
My understanding is HBF is more or less 3D stacked NAND that is biased more towards bandwidth than just total density (like normal...
Jun 8, 2026
M
I think you are overcomplicating this. People like Intels old products and prices for those. Intel thought they would move to new nodes...
Jun 8, 2026
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
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
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
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
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
If it involves humans, it can be corrupted.
Jun 8, 2026
By law, NASDAQ and the NYSE are self-regulated. However, I often question what exactly that means.
For example, the infamous Ponzi...
Jun 8, 2026