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yvdriess • yesterday at 1:59 PM • 1 reply • view on HN

But only in 2028 because all the wafers rotting away in the warehouses are HBM which are too expensive to package or integrate into consumer electronics with tighter margins. Looking forward to having enthousiast-grade GPUs with HBM again though.


Replies

fwip • yesterday at 7:28 PM

I'd imagine the quadruple revenue they collected this year would be able to tide them over for a manufacturing cycle or two.