With The HBM Base Die Costing 3-4x As Much As The Core Die, NVIDIA’s NVHBM Is A Master Stroke For Capturing Most Of The HBM Value While Relegating The ‘Big Three’ To The Commodity Status

NVIDIA appears determined to end the oligopolistic control over HBM by the so-called ‘Big Three’ memory players – Samsung, SK hynix, and Micron – and is apparently using the NVHBM as a cudgel to create a seismic paradigm shift. NVHBM is NVIDIA’s power move to capture most of the value residing within a given HBM stack As we detailed recently, NVIDIA has just unveiled its NVHBM DRAM solution: This brings us to the core of today’s topic. Earlier today, we received a tidbit that SK hynix was evaluating a potential relocation of the fabrication of its HBM base die from […]

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