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
This analysis discusses NVIDIA's NVHBM (NVIDIA HBM) approach, which involves a base die costing 3-4 times as much as the core die. NVIDIA aims to capture most of the HBM value chain, reducing the 'Big Three' memory makers to commodity suppliers. The article also mentions SK hynix evaluating relocation of HBM base die fabrication.
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