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

…Basically, you increase your capacity by 50% over 8-HI. And then the presumption from there was that you keep going taller. The industry was contemplating 16-HI for going to 16-HI, so 16 DRAM, laser DRAM in a cube with HBM4e. And Nvidia, when they originally previewed Rubin Ultra to people at GTC last year, they said that the Rubin Ultra would have 1TB of HBM per package for chip. And to get there, they'd have four compute dyes, 16 stacks of HBM4e, and then each stack of HBM4e dyes has 32GB or 4GB of DRAM capacity. And then they'd make it 16-HI, so that's how you get to 1TB. But now, what we understand is that you're fast-forward.…