companies that make high bandwidth memory
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jan 4, 2025 by Gavin Baker · across every show →
Everything said about companies that make high bandwidth memory, oldest first
Jan 4, 2025 bullish
Baker predicts high bandwidth memory manufacturers will be 2025's best asset
“I think the companies that make high bandwidth memory, going back to, we're gonna run out of compute. It's actually a pretty shocking stat. High bandwidth memory is a bigger part of Nvidia's cogs on GPUs than Taiwan Semi is. And today there's two companies tha…”