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Silicon & SignalJun 27
EveryoneReminder: the AI ceiling is HBM, not GPUs. Memory qualification cycles are long and packaging is its own bottleneck. $NVDA $MU
by Marcus Chen · silicon.coreposition.app
The semiconductor supply chain, decoded.
Reminder: the AI ceiling is HBM, not GPUs. Memory qualification cycles are long and packaging is its own bottleneck. $NVDA $MU