High-bandwidth memory nearly sold out until 2026
Network World
MAY 16, 2024
Basically, this means that demand for HBM exceeds supply for at least a year, and any orders placed now won’t be filled until 2026. Bottom line: Expect a new supply-chain headache thanks to HBM being unavailable until at least 2026. HBM memory is used in GPUs to provide extremely fast memory access, much faster than standard DRAM.
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