High Bandwidth Memory
also referred to as: hbm
2 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 22, 2025 by Dylan Patel · across every show →
Everything said about High Bandwidth Memory, oldest first
Sep 22, 2025 negative
Patel: HBM production capacity remains a bottleneck for Huawei
“I think production capacity wise, it is still absolutely a bottleneck. They certain types of equipment required for making HBM need to be imported. They're working on domestic solutions, but as far as we know, they have not imported enough equipment for this.”