topic
HBM
2 dispatches on HBM.
Samsung's Memory Stack Goes Vertical: What zHBM, zNAND-O, and V10 BV-NAND Actually Mean
Samsung unveiled three wafer-bonded memory architectures at FMS 2026—zHBM, zNAND-O, and V10 BV-NAND. Here's what the specs say, what's real today, and what's still a concept.
Apple Just Told You Who Actually Won the Memory Market
Apple's June 25 price hikes on Macs and iPads — up to $300 per device — are a direct admission that AI's dominance over the memory supply chain is now a consumer problem, not just a data-center one.