I spoke with a lot of people at Computex about DDR6 and LPDDR6. Luckily @gavbon86 had his head in the ISSCC papers to find out what Samsung and SK Hynix are up to. Here's the breakdown.
open.substack.com/pub/moreth…
"Applying [#HuaweiMath] to AMD’s MI450X:
- with an N2 top die on an N3P base die
- yields a theoretical density of 460.2 MTr/mm²
- in 2026
Compared with Huawei’s 295 MTr/mm². In 2031."
LOL
newsletter.semianalysis.com/…
hitting some tough times, so all stickers and prints are 40% off on jackarydraws.etsy.com
want a print/sticker of an artwork I’ve made that’s not on offer? let me know and I can make it happen