SemiAnalysis on HBM Stack Height Capacity and Bandwidth

SemiAnalysis, a semiconductor research firm, posted that capacity scales with stacks times dies per stack times GB per die, while bandwidth scales with stacks times interface width times pin speed. The reply states that stack height mainly adds capacity, not bandwidth. Cutting from 12-Hi to 8-Hi removes one-third of the DRAM dies, the most constrained part of the bill of materials, while bandwidth stays the same or rises slightly. Bandwidth per GB of capacity therefore increases 50 percent. The post included a dark-themed infographic chart.