Sravan Kundojjala(@SKundojjala):Qualcomm sees HBC (High Bandwidth Compute) coming to smartphones, XR and cars too in the future. HBC Gen 1 commercialization in 2027 and Gen 2 in 2028. Sees lots of interest from hyperscalers. Adopts system integratrator model with compute die from Qualcomm, TSMC manufacturing, DRAM from stacking from someone else. With HBC, Qualcomm claims 6x the bandwidth per watt of HBM designs.

Sravan Kundojjala

@SKundojjala

Semiconductors, Analyst @SemiAnalysis_ No investment advice. Opinions are mine only.

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Sravan Kundojjala@SKundojjala

2026.08.27 09:22

Qualcomm sees HBC (High Bandwidth Compute) coming to smartphones, XR and cars too in the future. HBC Gen 1 commercialization in 2027 and Gen 2 in 2028. Sees lots of interest from hyperscalers. Adopts system integratrator model with compute die from Qualcomm, TSMC manufacturing, DRAM from stacking from someone else. With HBC, Qualcomm claims 6x the bandwidth per watt of HBM designs.