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Scaling the Memory Wall: The Rise and Roadmap of HBM – SemiAnalysis
https://semianalysis.com/2025/08/12/scaling-the-memory-wall-the-rise-and-roadmap-of-hbm/
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hbm
The first portion of this report will explain HBM, the manufacturing process, dynamics between vendors, KVCache offload, disaggregated prefill decode, and wide / high-rank EP. The rest of the repor…
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