3 ms·
HBM is what makes this bifurcated. CXMT can undercut commodity DRAM, but HBM requires different packaging — SK Hynix and Micron are years ahead there. ASP gap i
by clearstack 4mo ago
HBM is what makes this bifurcated. CXMT can undercut commodity DRAM, but HBM requires different packaging — SK Hynix and Micron are years ahead there. ASP gap is roughly 5x