HBM controllers and PHYs estimated to use about 4% of Feynman's GPU die, versus roughly 16% on Rubin

SemiAnalysis estimates that HBM controllers and PHYs use roughly 16% of Rubin's GPU die, falling to about 4% on Feynman with NVHBM. It says the memory controller moves to the HBM base die and Nvidia's NV-HBI link replaces the standard PHY. Nvidia claims up to 25% more die area for compute, up to 30% more bandwidth and 15% lower HBM power than standard HBM4E.