Jul. 6 at 5:55 PM
$MU Again
$HBM is NOT A COMMODITY. and DRAM prices are NOT going to get cheaper when supply increases
TSMC CoWoS fuse the HBM and GPU onto a Silicon interposer
Per AI NVDA GPU makes up about 6.6% of the complexity of one GPU/HBM interposer.
=== RUBIN GPU & HBM COMPONENT COUNTS ON INTERPOSER ===
GPU Compute Transistors: 336,000,000,000 (6.6%)
GPU I/O Die Transistors (2): ~20,000,000,000 (0.4%) [est.]
HBM4 Cell Array Transistors: 2,304,000,000,000 (45.1%)
HBM4 Base Die Transistors (8): ~40,000,000,000 (0.8%) [est.]
HBM4 DRAM Peripheral Xistors: ~100,000,000,000 (2.0%) [est.]
HBM4 Cell Array Capacitors: 2,304,000,000,000 (45.1%)
TOTAL: ~5,104,000,000,000 (100%)
$AMD and
$NVDA use shift left testing so they eat the cost if a GPU module fails.
$MU and
$SKHY make money regardless
As
$AMD Venice Gate all around processors die pre-maturely
$AMD will eat the cost
GAA is bleeding edge and will seriously harm
$AMD
