Anni Sen(@anni_sen):Nice article on Memory being less “cyclical” mostly due to HBM. Another trend worth watching for memory manufacturers is not to cede control of the BASE DIE. Last week we heard about NVHBM a custom NVLink memory controller part of the custom part of base die. It’s important - To preserve the un- cyclicality of memory that they keep control of the intelligent part of HBM

Anni Sen

@anni_sen

Managing Partner, BluBird Capital Engineer - xApple | xQualcomm | xIntel | Startup exits, Tennis player🎾, JohnsHopkins alumni

Joined January 2015

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Anni Sen@anni_sen

2026.08.29 17:53

Nice article on Memory being less “cyclical” mostly due to HBM. Another trend worth watching for memory manufacturers is not to cede control of the BASE DIE. Last week we heard about NVHBM a custom NVLink memory controller part of the custom part of base die. It’s important - To preserve the un- cyclicality of memory that they keep control of the intelligent part of HBM - “The Base Die”.