Comment by bob1029

If we take some time to understand how HBM memory is manufactured (with particular focus on yield risk for final packaging steps), we will hopefully learn that the current capacity crisis is not bullshit.

I guarantee Micron & friends are not intentionally orchestrating their business such that they would suffer a massively reduced chance of yielding on a per-die basis. Unless someone is actually buying HBM devices, they are not going to be making them. These are not a commodity that can be speculatively manufactured in any economically rational way.