Intel could have owned that market with Optane, but short sightedness killed their golden goose.
this post was submitted on 06 Jun 2026
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Crazy how long term planning leads to better long term results
HMB3 - Fancy memory
CXMT - Chinese memory maker
SK hinyx - South Korean memory maker
Wafer - A thin crisp cookie
HBM memory is used in high performance graphics cards, powering modern supercomputing calculations (and of course AI development).
Chinese companies are closing the gap with Korean counterparts in developing such memory, which brings China closer to supercomputing and AI dominance.