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Home Tags Hopper

Tag: Hopper

A diagram showing a central SoC (System on Chip) connected to four HBM4 memory stacks on an interposer, with colorful lines illustrating HBM Architecture and high bandwidth memory (HBM PHY) interfaces.
Analysis

The AI Memory Crisis: An Exhaustive Technical Analysis of HBM Architecture,...

Gavin Bonshor - February 25, 2026 0
A cluster of eight Nvidia H200 GPUs arranged in two rows on a large computer server board, set against a black background. The GPUs, labeled with the NVIDIA logo, are connected to the motherboard below amid ongoing export bans to China.
News

Nvidia H200 to China: Washington swaps export bans for a 25%...

Gavin Bonshor - December 19, 2025 0
Tweets by gavbon86
Intel Is Not Killing P-Cores and E-Cores Yet: Why the “Unified Core” Headline Gets Ahead of the EvidenceIntel Is Not Killing P-Cores and E-Cores Yet: Why the “Unified Core” Headline Gets Ahead of the EvidenceFebruary 23, 2026Gavin Bonshor
The AI Memory Crisis: An Exhaustive Technical Analysis of HBM Architecture, DRAM Cell Physics, TSV Fabrication, Advanced Packaging Chemistry, CXL Protocol Architecture, and the Bandwidth WallThe AI Memory Crisis: An Exhaustive Technical Analysis of HBM Architecture, DRAM Cell Physics, TSV Fabrication, Advanced Packaging Chemistry, CXL Protocol Architecture, and the Bandwidth WallFebruary 25, 2026Gavin Bonshor
DRAM Pricing Deep Dive: Current Market Analysis, Six-Month Trends, and a Rigorous 2027 Forecast with Sensitivity ModelingDRAM Pricing Deep Dive: Current Market Analysis, Six-Month Trends, and a Rigorous 2027 Forecast with Sensitivity ModelingFebruary 27, 2026Gavin Bonshor
Apple M5 Pro & M5 Max (2026): The Most Important Mac Chips in Years AnalyzedApple M5 Pro & M5 Max (2026): The Most Important Mac Chips in Years AnalyzedMarch 8, 2026Gavin Bonshor
Samsung’s 36GB 3.3TB/s HBM4 DRAM Explained: What ISSCC 2026 Reveals About AI Memory PerformanceSamsung’s 36GB 3.3TB/s HBM4 DRAM Explained: What ISSCC 2026 Reveals About AI Memory PerformanceFebruary 22, 2026Gavin Bonshor
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