Comment by XorNot
5 hours ago
Right but if HBM memory is all that people want to produce, then building a CPU which can use it use it would be useful on it's own merits.
But in reality we also already have unified memory architecture systems, integrated graphics etc.
People want to produce hbm because it’s more expensive and more profitable than regular memory.
There is a world where scale and experience means it's about the same though, is the thing.
And memory is already expensive. It's downright hard to even get it though - you frequently would prefer not what's cheapest, but whatever is in largest scale production.
Scale and experience almost entirely share between HBM and normal memory. And they're both in large-enough scale production to not have a big difference on availability; if you're willing to pay HBM prices you should find even more sellers of DDR.
The only way I see HBM becoming competitive for consumer CPUs is if they solve the yield issues. Or if AI crashes so hard that people are putting those GPUs on fire sale and salvaging mass quantities of HBM off of them.