Server Memory

topic on 1 show · 1 statements across 1 episodes

BG2 Pod

1 statements about Server Memory, every show

BG2 Assertion Not checkable as stated
Patel: Standard high-end server memory yields higher gross margins than HBM
“The gross margins on HBM have not been fantastic. They've been good, but they haven't been fantastic. Actually, regular memory, high-end, like, server memory that is not HBM is actually higher gross margin than HBM.”
Dylan Patel Dec 23, 2024 ▶ 1:05:08 AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod

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