Loading today’s stories

Today

AI-assisted reporting, grounded in a per-article claim ledger. Perspective Coverage and Reality Strip separate source viewpoints from evidence, adoption, hype, incentives, and confidence.

Today

Front Page
Today’s Briefing
Newsletters
Trending
For You
Discover
My Stack
Saved
Off Radar
Search

Sections

Security
Build
Invest
Product
Leadership
Science

Company

About
Mission
How this is made
Evidence Index
The desks
The sources we read
Corrections
Press and brand
The daily edition

Trending now

Teen online safety
AI Copyright Litigation
Strategic Corporate Investment
Retail Investor Protection
Crypto Fraud Enforcement
Illicit Crypto Flow Measurement
Conflicts of Interest in Policy
Metric Integrity
LLM Evaluation
Post-Quantum Cryptography

How this is made

Today For You My Stack Off Radar Search

HBM cost and supply pressure — Clarity Today

Topic

HBM cost and supply pressure

Rising HBM wafer demand and memory's growing share of AI chip cost driving interest in cheaper alternatives.

Current clusters

build1 distinct publisher

Samsung puts MAC trees in every LPDDR5X bank because HBM costs too much

At Hot Chips 2026 Samsung detailed a validated LPDDR5X-PIM part claiming 614 GB/s of internal bandwidth and 2.28x to 3.01x inference gains over plain LPDDR5X.

Publishers:tomshardware.com

Reality

Evidence52
Adoption18
Hype gap+34
Incentives74

Confidence55