[−]InsidiousWombat · 2026-11-15 Sun 11:42 UTC ·
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The other things that use the wafers aren't 1000% more expensive.
On RAM side it's purely "the factories that turn wafers into RAM", and big part of the problem is that HBM just yields less bits per wafer (the number I've heard is between extra size and lower yield, about half) so more of the capacity moved to making HBM also lowers total bit count made
On RAM side it's purely "the factories that turn wafers into RAM", and big part of the problem is that HBM just yields less bits per wafer (the number I've heard is between extra size and lower yield, about half) so more of the capacity moved to making HBM also lowers total bit count made