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High Bandwidth Memory

also referred to as: hbm · high-bandwidth memory

5 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Dec 23, 2024 by Dylan Patel · across every show →

Everything said about High Bandwidth Memory, oldest first

Dec 23, 2024 bearish
Assertion Partly supported
Patel: Samsung holds almost zero share in HBM memory, especially at NVIDIA
“In HBM, Samsung has almost no share, right? Especially at NVIDIA”
Dylan Patel Dec 23, 2024 ▶ 1:03:16 AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Dec 23, 2024 bullish
Assertion Not checkable as stated
Patel: SK Hynix memory is NVIDIA's largest COGS item, surpassing TSMC
“When you look at the cost of goods sold of NVIDIA their highest cost of goods sold is not TSMC, which is a Thing that people don't realize. It's actually HBM memory primarily SK Hynix.”
Dylan Patel Dec 23, 2024 ▶ 1:02:27 AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Dec 23, 2024 neutral
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
Jan 11, 2025 bullish
Prediction Not checkable as stated
Gerstner: High-bandwidth memory will face shortages for foreseeable future
“And we think that we have a memory shortage, which is a key part of the NVIDIA supercomputer ecosystem for as far as we can see.”
Brad Gerstner Jan 11, 2025 ▶ 38:06 Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Jan 23, 2025 neutral
Prediction Not checkable as stated
Haas: TSMC leading-edge capacity and HBM will constrain AI buildout
“Fab capacity does become an issue. No, no doubt. Because when you start thinking about three nanometer and two nanometer you know, TSMC is, is the leader, is the, Only game on town on some level. So I think that is a potential limitation or at least constraint…”
Rene Haas Jan 23, 2025 ▶ 42:57 Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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