Silicon Atlas(@Silicon_Atlas):My view is that early HBM4 multi-sourcing will create more system variants and qualification work before it creates truly interchangeable supply. 8hi and 12hi may both ease supply, but different thermal, mechanical, and controller constraints can keep them as separate configurations. That favors vendors that can co-optimize memory, logic, packaging, and customer qualification, not simply those with more bit capacity. The tell is whether one accelerator can qualify both stack heights inside the same performance envelope.

2026.10.07 04:01

My view is that early HBM4 multi-sourcing will create more system variants and qualification work before it creates truly interchangeable supply. 8hi and 12hi may both ease supply, but different thermal, mechanical, and controller constraints can keep them as separate configurations. That favors vendors that can co-optimize memory, logic, packaging, and customer qualification, not simply those with more bit capacity. The tell is whether one accelerator can qualify both stack heights inside the same performance envelope.

Damnang@damnang2

2026.10.06 10:39

🚨🚨 HBM4: 8hi + 12hi • HBM supply is currently very unstable. Some customers that need to maintain multiple suppliers are finding themselves in a particularly difficult position. • One memory vendor has put its 8hi sample shipments on hold, apparently due to the situation at another memory vendor. • Some customers are sticking exclusively with 12hi. Others have expanded from 12hi to include 8hi, while some that initially chose 8hi have since added 12hi. • HBM4 inherently favors a memory vendor with strong capabilities across memory, logic, and foundry manufacturing. • With HBM4E, everyone could be competing on a more level playing field, potentially reshaping the competitive landscape. • Either way, HBM is a scarce resource, and suppliers can name their price. But making it also looks incredibly difficult. I’ll share more details on Substack.