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Discussion 2026-09-22 · 07:26 ET
Is EMIB taking real CoWoS share — or just relocating the HBM queue?
SemiAnalysis ChipBook: Korea→Malaysia HBM +467% YoY, ~$3B/2mo via Penang. Replies split: customers fleeing CoWoS scarcity vs queue transfer / qualify risk.
top-replies Intel · TSMC
Discussion 2026-09-15 · 07:30 ET
If GPT-6 Astra is looped depth, does that bend HBM vs FLOP intensity?
SemiAnalysis posts that GPT-6 Astra is "basically confirmed" to use loop transformers — deeper passes over layers without growing parameter count. Visible replies split on whether that is HBM-sparing or sequential-compute-heavy. Video body unread; root text truncates mid-quote.
top-replies OpenAI · SemiAnalysis
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Is EMIB taking real CoWoS share — or just relocating the HBM queue?
SemiAnalysis ChipBook: Korea→Malaysia HBM +467% YoY, ~$3B/2mo via Penang. Replies split: customers fleeing CoWoS scarcity vs queue transfer / qualify risk.
Tue, 22 Sept 2026 · 07:26 ET Discussion top-replies
If GPT-6 Astra is looped depth, does that bend HBM vs FLOP intensity?
SemiAnalysis posts that GPT-6 Astra is "basically confirmed" to use loop transformers — deeper passes over layers without growing parameter count. Visible replies split on whether that is HBM-sparing or sequential-compute-heavy. Video body unread; root text truncates mid-quote.
Tue, 15 Sept 2026 · 07:30 ET Discussion top-replies