Monday, April 20

Geek

Daily News Stuff 20 April 2026

Blarney Fife Edition

Top Story

  • The memory shortage could last for years.  (The Verge)

    16GB is the new 128GB, and you might as well get used to it:
    Nikkei says that production would need to increase by 12 percent a year in 2026 and 2027 to meet demand.  But according to Counterpoint Research, an increase of only 7.5 percent is planned.
    That's bad enough - projected growth will only fall further behind demand.  But it gets worse:
    The new facilities will primarily focus on producing high-bandwidth memory (HBM), which is used in AI data centers.  With the companies already prioritizing HBM over general-purpose DRAM used in computers and phones, it's not clear how much these new fabs will help alleviate the price crunch facing consumer electronics.
    But it gets worser: HBM memory is stacked vertically just like AMD's 3D-Vcache.  And exactly like AMD's 3D-Vcache it uses TSV - though-silicon vias - to transfer the signals between the layers.

    And those TSVs take up about half the space on HBM chips, meaning the factories need to churn out twice as many wafers for the same amount of memory, when they already can't produce enough.


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Disclaimer: That's cannibalism!

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Apple pies are delicious. But never mind apple pies. What colour is a green orange?




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