Shay Boloor(@StockSavvyShay):The next phase of HBM could push $MU and $SKHY further up AI value chain as memory moves directly on top of the GPU. zHBM would collapse memory and compute into one 3D package eliminating the 2.5D interposer and increasing the value memory suppliers can capture per accelerator.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

参加 February 2019

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Shay Boloor@StockSavvyShay

2026.08.24 00:15

The next phase of HBM could push $MU and $SKHY further up AI value chain as memory moves directly on top of the GPU. zHBM would collapse memory and compute into one 3D package eliminating the 2.5D interposer and increasing the value memory suppliers can capture per accelerator.