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Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck

… The other part of the supply chain that is just as critical is memory. This is where we believe the key constraint lies. HBM Is the Bottleneck We believe HBM production is the bottleneck . …

Sep 8, 2025 · Dylan Patel

Scaling the Memory Wall: The Rise and Roadmap of HBM

… Let's go through how HBM is used, and where the pressures are. HBM Usage in Inference In LLM inference, all the model weights reside permanently in the on-package HBM memory so the GPU can fetch them without delay. Alongside the weights, HBM also holds the KVcache. …

Aug 12, 2025 · Dylan Patel

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Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck

Scaling the Memory Wall: The Rise and Roadmap of HBM