Chip vendors gearing up for transition to 12-layer HBM memory

[erek]

Interesting

“Primary memory manufacturers are expected to encounter increased competition in the High Bandwidth Memory (HBM) industry in the second half of 2024, as manufacturing technology specs move from eight to twelve layers. This trend will significantly impact...”

Source: https://www.digitimes.com/news/a202...-technology-samsung-electronics-sk-hynix.html

 

[Lakados]

https://news.skhynix.com/meet-the-sk-hynix-team-behind-the-worlds-first-12-layer-hbm3/

Gives some details on 12 layer HBM3

But subtext here is GDDR7 has them scared.
Close in speed but far larger capacity than 8 layer HBM3. So they need to get production shifted or risk being too expensive compared to GDDR7.