High-bandwidth memory nearly sold out until 2026
Network World
MAY 16, 2024
Basically, this means that demand for HBM exceeds supply for at least a year, and any orders placed now won’t be filled until 2026. The news comes after similar comments were made in March by the CEO of Micron, who said that the company’s HBM production had been sold out through late 2025. It is key to the performance of AI processing.
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