William David(@WDChokepoint):@damnang2 Points 3 and 5 are the same point. Samsung does CPO with its own foundry and builds its own CXL controller. Its custom HBM logic die is going in-house at 2nm while SK hynix’s HBM4 base die sits at TSMC. The divergence on that roadmap isn’t memory. It’s who owns the logic.

William David

@WDChokepoint

Physical reality constrains digital ambition. That gap is the investment thesis. Critical minerals. Semiconductors. Energy. The constraint always moves upstream

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William David@WDChokepoint

2026.08.23 06:15

@damnang2 Points 3 and 5 are the same point. Samsung does CPO with its own foundry and builds its own CXL controller. Its custom HBM logic die is going in-house at 2nm while SK hynix’s HBM4 base die sits at TSMC. The divergence on that roadmap isn’t memory. It’s who owns the logic.