3.
HBM4E die size points to a memory supply bottleneck through 2030
A 32Gb HBM4E die appears to be around 145–150mm², implying each memory generation consumes more wafer capacity and keeps supply tight through the decade
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A 32Gb HBM4E die appears to be around 145–150mm², implying each memory generation consumes more wafer capacity and keeps supply tight through the decade