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Discussion 2026-09-23 · 07:28 ET
Is 16Hi HBM really pushed to 2029 — and does that extend 12Hi tight?
jukan05: JPM HBM model now sees 16Hi adoption 2029 earliest. Replies split on earlier slip vs prolonged 8/12Hi scarcity; no JPM primary in-thread.
top-replies JPMorgan · SK Hynix · Samsung
Discussion 2026-09-14 · 08:36 ET
Is datacenter HBM stuck above 4-Hi, or is shorter stack the inference optimum?
jukan05 cites TrendForce that 4-Hi HBM is not enough and doubts suppliers would make it anyway; Jeff Pu concurs that datacenter de-spec to 4-Hi is unlikely. SemiAnalysis the same day argues 4-Hi maximizes tokens per HBM wafer for inference — a live supply-vs-architecture split.
top-replies NVIDIA · TrendForce · SemiAnalysis
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Jake Ayes

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Is 16Hi HBM really pushed to 2029 — and does that extend 12Hi tight?
jukan05: JPM HBM model now sees 16Hi adoption 2029 earliest. Replies split on earlier slip vs prolonged 8/12Hi scarcity; no JPM primary in-thread.
Wed, 23 Sept 2026 · 07:28 ET Discussion top-replies
Is datacenter HBM stuck above 4-Hi, or is shorter stack the inference optimum?
jukan05 cites TrendForce that 4-Hi HBM is not enough and doubts suppliers would make it anyway; Jeff Pu concurs that datacenter de-spec to 4-Hi is unlikely. SemiAnalysis the same day argues 4-Hi maximizes tokens per HBM wafer for inference — a live supply-vs-architecture split.
Mon, 14 Sept 2026 · 08:36 ET Discussion top-replies