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High Bandwidth Memory

also referred to as: hbm

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Jan 4, 2025 by Gavin Baker · said 1 times in 1 episodes since 2026 · across every show →

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brought up most by Andrew Feldman (1)

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Everything said about High Bandwidth Memory, oldest first

Jan 4, 2025
Assertion Not checkable as stated
Baker notes high bandwidth memory costs Nvidia more than TSMC chips
“High bandwidth memory is a bigger part of Nvidia's cogs on GPUs than Taiwan Semi is.”
Gavin Baker Jan 4, 2025 ▶ 1:14:23 2025 Predictions: Tech, Business, Media, Politics!
Jan 23, 2026 neutral
Prediction Open · timeframe Jul 2027
Feldman: Memory market will take 18 months to digest surge, keeping prices high
“And it will take us about 18 months to digest. The prices will stay high.”
Andrew Feldman Jan 23, 2026 ▶ 1:04:41 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
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