Myron Xie 1 item
LatestBriefsLong-formDiscussionsNewsCompaniesReviewsArchive
People Search
Long-form 2026-09-14 · 13:00 ET
SemiAnalysis Weekly: why 4-Hi HBM may win on inference economics
Metadata-only capture of SemiAnalysis Weekly Ep. 030: Myron Xie and Jordan Nanos on Rubin Ultra shipping 192GB HBM versus a 1TB preview, supply-driven decontenting, and why less memory per chip can still be the right call.
metadata-only SemiAnalysis Weekly · NVIDIA · SemiAnalysis
‹ All posts People /Myron Xie /Long-form ARCHIVE
Long-form · Mon, 14 Sept 2026 · 13:00 ET

SemiAnalysis Weekly: why 4-Hi HBM may win on inference economics

Metadata-only capture of SemiAnalysis Weekly Ep. 030: Myron Xie and Jordan Nanos on Rubin Ultra shipping 192GB HBM versus a 1TB preview, supply-driven decontenting, and why less memory per chip can still be the right call.

metadata-only Myron XieJordan Nanos NVIDIASemiAnalysis Source ↗
Venue: SemiAnalysis WeeklyHost: Jordan NanosPublished: Mon, 14 Sept 2026 · 13:00 ET

Abstract

Myron Xie and Jordan Nanos discuss NVIDIA's Rubin Ultra HBM configuration: a preview once pointed at 1TB per package while the part that ships is described as carrying 192GB. Show notes frame the cut as supply-driven rather than performance-driven, and argue that shipping less memory per chip can still be the correct economic choice — "for the first time in recent memory," a next flagship with less capacity than what it replaces. Related newsletter title: Long Live the Short King: Why 4-hi HBM Wins. Full transcript not processed this pass; theses and key math deferred until a transcript or ASR treatment.

The Open/Close  ·  Research commentary, not investment advice. Positions may be held in securities mentioned.