Subbu(@subbdue):@StragglerLiu , you’re spot on. this is not a HBM4 replacement story yet. You have to think of this in terms of an SRAM accelerator’s roadmap (d-Matrix, Groq or Cerebras). We (d-Matrix) think this 3D DRAM technology is the right progression from our first generation SRAM based accelerator, called Corsair. We can extract SRAM like bandwidth (100 TB/s) but with much more capacity than a SRAM based accelerator.

Subbu

@subbdue

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Subbu@subbdue

2026.08.24 03:30

@StragglerLiu , you’re spot on. this is not a HBM4 replacement story yet. You have to think of this in terms of an SRAM accelerator’s roadmap (d-Matrix, Groq or Cerebras). We (d-Matrix) think this 3D DRAM technology is the right progression from our first generation SRAM based accelerator, called Corsair. We can extract SRAM like bandwidth (100 TB/s) but with much more capacity than a SRAM based accelerator.