Ep. 030 - Long Live the Short King: Why 4-HI HBM Wins (Memory) | Myron Xie, Jordan Nanos

…I'm going to cross up the stack. So each cube, you can support up to 512 of these, I guess, signal IOs. So you need four to sort of max that for utilization of that whole year in 2048. But of course, because the suppliers, they charge you for the capacity. So customers pay effectively on a dollar per gigabyte basis for HBM. That's how they price it. So you can have, but the bandwidth is same. So if you're paying for more capacity with 8-HI or 12-HI, you're paying much more, you're almost double or triple what you paid for the same cube of 4-HI HBM. But if you're really bandwidth focused, you're getting the same bandwidth from each of these cubes regardless. So the dollar per bandwidth property is much better after 4-HI. So paying for 4-HI only when...…

The whole Rubin having 192MB instead of 1T HPM