it's not about the *amount* of VRAM, it's about whether it's HBM
Men believe women are into cool leather jackets, but the truth is what actually makes you attractive are your graphics card specs.
November 7, 2026 at 6:34 PM
it's not about the *amount* of VRAM, it's about whether it's HBM
Labor Dispute Halts Micron’s $4.5B Taoyuan HBM Plant!
#Micron #HBM #DRAM #MemoryChip #SemiconductorSupplier
#Micron #HBM #DRAM #MemoryChip #SemiconductorSupplier
November 6, 2026 at 7:45 AM
Labor Dispute Halts Micron’s $4.5B Taoyuan HBM Plant!
#Micron #HBM #DRAM #MemoryChip #SemiconductorSupplier
#Micron #HBM #DRAM #MemoryChip #SemiconductorSupplier
George - it takes 3 years to build a memory fab and HBM lead times is about 6 months. That's 3.5 years to first wafers out. That's 2031 to first wafers out.
November 6, 2026 at 2:06 PM
George - it takes 3 years to build a memory fab and HBM lead times is about 6 months. That's 3.5 years to first wafers out. That's 2031 to first wafers out.
what is vram and what hbm
November 7, 2026 at 6:53 PM
what is vram and what hbm
HBM belongs to The People now
November 5, 2026 at 9:54 PM
HBM belongs to The People now
King of Coins Live (Lindsey Stirling & ARKAI)
YouTube video by ARKAI
youtu.be
November 5, 2026 at 11:54 PM
Le Karl-Marx-Hof, quartier de Heiligenstadt à Vienne, un ensemble HBM d’1Km de long réalisé entre 1927 & 30 par l'architecte autrichien Karl Ehn. Un vaste bloc de béton de 1384 logts...Une prouesse du logement social. Icône de l'urbanisme et fleuron de la Vienne Rouge !
November 5, 2026 at 5:17 PM
Le Karl-Marx-Hof, quartier de Heiligenstadt à Vienne, un ensemble HBM d’1Km de long réalisé entre 1927 & 30 par l'architecte autrichien Karl Ehn. Un vaste bloc de béton de 1384 logts...Une prouesse du logement social. Icône de l'urbanisme et fleuron de la Vienne Rouge !
🤓: "HBM and hyperscaler GPUs aren't compatible with desktop PC hardware."
Guy in Shenzhen with a soldering iron: "bet"
Guy in Shenzhen with a soldering iron: "bet"
November 6, 2026 at 11:52 AM
🤓: "HBM and hyperscaler GPUs aren't compatible with desktop PC hardware."
Guy in Shenzhen with a soldering iron: "bet"
Guy in Shenzhen with a soldering iron: "bet"
Quartier neuf 🏗️ cité moderne HLM Mireille 🏙️ à Toulon, avec une cité HBM 1970
November 5, 2026 at 4:05 PM
Quartier neuf 🏗️ cité moderne HLM Mireille 🏙️ à Toulon, avec une cité HBM 1970
🗞 Пам’ять HBM потрапляє до Китаю в обхід санкцій на малопродуктивних чипах ШІ, які потім викидають. Обмеження США забороняють постачати потужні чипи та пам'ять, але не пам'ять у складі слабких процесорів.
https://t.co/u2FMDWbYBo
https://t.co/u2FMDWbYBo
Високотехнологічна контрабанда: дорогу пам’ять HBM паяють на дешеві чипи, щоб провезти до Китаю
Щоб дорога та дефіцитна пам'ять HBM, яка використовується для обчислень ШІ, потрапила до Китаю, контрабандисти постачають її на слабких та фактично нікому не потрібних ШІ-процесорах. TechRadar повідомляє, з посиланням на The Information, що йдеться про пам'ять Samsung та SK hynix.
mezha.ua
November 5, 2026 at 1:21 PM
🗞 Пам’ять HBM потрапляє до Китаю в обхід санкцій на малопродуктивних чипах ШІ, які потім викидають. Обмеження США забороняють постачати потужні чипи та пам'ять, але не пам'ять у складі слабких процесорів.
https://t.co/u2FMDWbYBo
https://t.co/u2FMDWbYBo
33 Gironde Bordeaux Bastide La cité Pinson, un coin du lac, la salle des fêtes & les HBM 1954. L'exposition "Ensemble(s) : L’habitat social dans la métropole bordelaise. 1890-2010" est à découvrir aux Archives de Bordeaux Métropole Riche en documents, films, maquettes et objets,
November 6, 2026 at 4:38 PM
33 Gironde Bordeaux Bastide La cité Pinson, un coin du lac, la salle des fêtes & les HBM 1954. L'exposition "Ensemble(s) : L’habitat social dans la métropole bordelaise. 1890-2010" est à découvrir aux Archives de Bordeaux Métropole Riche en documents, films, maquettes et objets,
HBM-Schmuggel nach China: Auf günstigen Wegwerf-CPUs zum Auslöten
HBM-Schmuggel nach China: Auf günstigen Wegwerf-CPUs zum Auslöten
HBM-Speicher wird mit Wegwerf-CPUs gekoppelt und nach China gebracht. Dort werden Speicher und CPU wieder getrennt. Eine Exportlücke.
www.computerbase.de
November 3, 2026 at 12:07 PM
HBM-Schmuggel nach China: Auf günstigen Wegwerf-CPUs zum Auslöten
⏳ "언제 반등할까?" 삼성전자 HBM 턴키 경쟁력과 남은 2차 반등 시나리오 🔥
삼성전자에 대한 최근 분석은 주가 하락 원인과 향후 투자 전략을 다루며, 최근 6거래일 간의 하락은 단기 과열 해소와 글로벌 반도체 시장의 조정에 기인하며, HBM 등에서의 경쟁 심화와 저조한 수익 인식도 포함됩니다.
향후 HBM 수요와 파운드리 부문의 개선 등은 긍정적 요소로 분석되며, 장기투자 및 분할 매수 전략이 권장됩니다.
https://stockhandbook.blog/2026/10/14/삼성전자
#삼성전자 #삼성전자분석 #삼성전자전망
삼성전자에 대한 최근 분석은 주가 하락 원인과 향후 투자 전략을 다루며, 최근 6거래일 간의 하락은 단기 과열 해소와 글로벌 반도체 시장의 조정에 기인하며, HBM 등에서의 경쟁 심화와 저조한 수익 인식도 포함됩니다.
향후 HBM 수요와 파운드리 부문의 개선 등은 긍정적 요소로 분석되며, 장기투자 및 분할 매수 전략이 권장됩니다.
https://stockhandbook.blog/2026/10/14/삼성전자
#삼성전자 #삼성전자분석 #삼성전자전망
November 5, 2026 at 11:56 AM
⏳ "언제 반등할까?" 삼성전자 HBM 턴키 경쟁력과 남은 2차 반등 시나리오 🔥
삼성전자에 대한 최근 분석은 주가 하락 원인과 향후 투자 전략을 다루며, 최근 6거래일 간의 하락은 단기 과열 해소와 글로벌 반도체 시장의 조정에 기인하며, HBM 등에서의 경쟁 심화와 저조한 수익 인식도 포함됩니다.
향후 HBM 수요와 파운드리 부문의 개선 등은 긍정적 요소로 분석되며, 장기투자 및 분할 매수 전략이 권장됩니다.
https://stockhandbook.blog/2026/10/14/삼성전자
#삼성전자 #삼성전자분석 #삼성전자전망
삼성전자에 대한 최근 분석은 주가 하락 원인과 향후 투자 전략을 다루며, 최근 6거래일 간의 하락은 단기 과열 해소와 글로벌 반도체 시장의 조정에 기인하며, HBM 등에서의 경쟁 심화와 저조한 수익 인식도 포함됩니다.
향후 HBM 수요와 파운드리 부문의 개선 등은 긍정적 요소로 분석되며, 장기투자 및 분할 매수 전략이 권장됩니다.
https://stockhandbook.blog/2026/10/14/삼성전자
#삼성전자 #삼성전자분석 #삼성전자전망
The RAM in these data centers are HBM, not the DDR we use in household electronics like PC's and consoles. The issue is all these chipmakers changed their production lines to make the HBM stuff instead of the DDR stuff so even if AI collapses, you won't see RAM become cheaper till the 2030's.
November 6, 2026 at 6:58 PM
The RAM in these data centers are HBM, not the DDR we use in household electronics like PC's and consoles. The issue is all these chipmakers changed their production lines to make the HBM stuff instead of the DDR stuff so even if AI collapses, you won't see RAM become cheaper till the 2030's.
TechFeed: NVIDIAが示す「HBMを3%増やすだけで30倍のコスパ」の根拠 — フルスタック共設計でアジェンティックAI推論の効率を引き上げる
NVIDIAが示す「HBMを3%増やすだけで30倍のコスパ」の根拠 — フルスタック共設計でアジェンティックAI推論の効率を引き上げる
TechFeed
techfeed.io
November 6, 2026 at 10:50 PM
TechFeed: NVIDIAが示す「HBMを3%増やすだけで30倍のコスパ」の根拠 — フルスタック共設計でアジェンティックAI推論の効率を引き上げる
Smugglers are hiding advanced Samsung and SK hynix HBM inside low-cost chip shipments to slip past China export bans. Curbing finished AI GPUs is futile if raw memory stacks can still be snuck in for local assembly.
#Korea #AI
asiaai.fyi/hbm-smugglin...
#Korea #AI
asiaai.fyi/hbm-smugglin...
November 4, 2026 at 9:00 PM
Smugglers are hiding advanced Samsung and SK hynix HBM inside low-cost chip shipments to slip past China export bans. Curbing finished AI GPUs is futile if raw memory stacks can still be snuck in for local assembly.
#Korea #AI
asiaai.fyi/hbm-smugglin...
#Korea #AI
asiaai.fyi/hbm-smugglin...
SK Hynix hits record quarter, revenue tops 100 trillion KRW on HBM demand
Support this news channel with. https://www.ProNetGrowth.com/semi/?utm_source=bluesky&utm_medium=post&utm_campaign=news-semiconductor&utm_content=semiconductor
#AI #Semiconductors
Support this news channel with. https://www.ProNetGrowth.com/semi/?utm_source=bluesky&utm_medium=post&utm_campaign=news-semiconductor&utm_content=semiconductor
#AI #Semiconductors
November 5, 2026 at 3:05 AM
SK Hynix hits record quarter, revenue tops 100 trillion KRW on HBM demand
Support this news channel with. https://www.ProNetGrowth.com/semi/?utm_source=bluesky&utm_medium=post&utm_campaign=news-semiconductor&utm_content=semiconductor
#AI #Semiconductors
Support this news channel with. https://www.ProNetGrowth.com/semi/?utm_source=bluesky&utm_medium=post&utm_campaign=news-semiconductor&utm_content=semiconductor
#AI #Semiconductors
AMD’den Samsung’a büyük sipariş: 2nm HBM üretimi 2030’da başlıyor
AMD’den Samsung’a büyük sipariş: 2nm HBM üretimi 2030’da başlıyor
ercanceviz.com.tr
November 6, 2026 at 4:57 AM
AMD’den Samsung’a büyük sipariş: 2nm HBM üretimi 2030’da başlıyor
AIバブル崩壊で、代金先払い済み＆現物の引き取り手なしのHBMが、来年か再来年にto Cに出回らないかなー。MacのHEDTとか。
しかしHBMは限界生産費用が高いので、代金先払い済み＆工場のキャパがめっちゃ余ってるからって、現物を生産してくれるかどうかは怪しい。拡張したキャパを一度も使わないまま廃棄処分する（＝莫大な設備投資を無に帰す）バブルな光景が見られる可能性も高い。
しかしHBMは限界生産費用が高いので、代金先払い済み＆工場のキャパがめっちゃ余ってるからって、現物を生産してくれるかどうかは怪しい。拡張したキャパを一度も使わないまま廃棄処分する（＝莫大な設備投資を無に帰す）バブルな光景が見られる可能性も高い。
November 6, 2026 at 10:38 AM
AIバブル崩壊で、代金先払い済み＆現物の引き取り手なしのHBMが、来年か再来年にto Cに出回らないかなー。MacのHEDTとか。
しかしHBMは限界生産費用が高いので、代金先払い済み＆工場のキャパがめっちゃ余ってるからって、現物を生産してくれるかどうかは怪しい。拡張したキャパを一度も使わないまま廃棄処分する（＝莫大な設備投資を無に帰す）バブルな光景が見られる可能性も高い。
しかしHBMは限界生産費用が高いので、代金先払い済み＆工場のキャパがめっちゃ余ってるからって、現物を生産してくれるかどうかは怪しい。拡張したキャパを一度も使わないまま廃棄処分する（＝莫大な設備投資を無に帰す）バブルな光景が見られる可能性も高い。
Trafic automobile 🚗 🚕 🚙 ► 🚘 🚗 🚕 🚙 ► voitures 🚘 Les bouchons de circulation ► aux HBM dans la cité-jardin de la Butte-Rouge, à Châtenay-Malabry (Hauts-de-Seine) 1970
November 3, 2026 at 11:44 AM
Trafic automobile 🚗 🚕 🚙 ► 🚘 🚗 🚕 🚙 ► voitures 🚘 Les bouchons de circulation ► aux HBM dans la cité-jardin de la Butte-Rouge, à Châtenay-Malabry (Hauts-de-Seine) 1970
Does this refer to DRAM/HBM/stuff like that?
November 6, 2026 at 2:04 PM
Does this refer to DRAM/HBM/stuff like that?
Micronの台湾新工場Fab 11E、労使対立で建設がほぼ停止。2028年のHBM・DRAM増産計画に不透明感
Micronの台湾新工場Fab 11E、労使対立で建設がほぼ停止。2028年のHBM・DRAM増産計画に不透明感
Micronが台湾桃園市で進めていた新工場Fab 11Eの建設がほぼ止まったと報じられた。投資規模30億〜45億ドル、2028年にHBMとDRAMを量産する計画だったが、労使交渉の長期化で先行きが見えなくなっている。
joho-todai.com
November 6, 2026 at 1:39 PM
Micronの台湾新工場Fab 11E、労使対立で建設がほぼ停止。2028年のHBM・DRAM増産計画に不透明感
1Gb of HBM costs about 3Gb of conventional DRAM in wafer area.
That loop is why PC memory prices nearly doubled this year while HBM boomed — I see it from Seoul.
Is starving PCs a fair price for AI memory?
That loop is why PC memory prices nearly doubled this year while HBM boomed — I see it from Seoul.
Is starving PCs a fair price for AI memory?
November 3, 2026 at 2:17 PM
1Gb of HBM costs about 3Gb of conventional DRAM in wafer area.
That loop is why PC memory prices nearly doubled this year while HBM boomed — I see it from Seoul.
Is starving PCs a fair price for AI memory?
That loop is why PC memory prices nearly doubled this year while HBM boomed — I see it from Seoul.
Is starving PCs a fair price for AI memory?