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This is probably my ignorance but why are we assuming that CXMT capacity will also not be gobbled up for datacenters?
by rdedev 9d ago
This is probably my ignorance but why are we assuming that CXMT capacity will also not be gobbled up for datacenters?
- quux0r 9d agoIf I'm not mistaken I believe that CXMT's fabrication process is not suitable for manufacturing within the super tight tolerances that are needed for data center HBM, but I may be mis remembering. I think I recall a chart from somewhere showing that frontier memory manufacturers could achieve something like double the memory throughput for example.
- jauntywundrkind 9d agoallegedly the yields are not great https://www.techpowerup.com/352511/cxmt-reportedly-struggles-with-hbm3e-yields-are-only-25 https://www.techpowerup.com/352511/cxmt-reportedly-struggles... but i feel like this will not last that long and that cxmt will be layering dram for hbm stacks with abandon, like everyone else, uninterested in selling ram to anyone else. meanwhile now we are seeing vertically stacked ram in regular dimms too, for 512GB sticks. once again increasing the multipliers of how many ram chips go into servers. https://www.techpowerup.com/352730/micron-develops-512-gb-ddr5-rdimm-server-memory-reaching-9200-mt-s https://www.techpowerup.com/352730/micron-develops-512-gb-dd...
- pseudohadamard 8d agoThey've indicated that they're not doing HBM. Maybe due to process constraints, maybe because Chinese companies can look beyond the next quarter and see that if in five years time they own 70% of the non-HBM market the current incumbents are never going to get that back.