… Broadcom has said Meta will install “multiple gigawatts” of its chips in 2027 and beyond. Meta described the four chips as follows: MTIA 300: A communications chip optimized for ranking and recommendation R&R workloads, comprised of one compute chiplet, two network chiplets, and several HBM stacks. …
… SK Hynix and Samsung are the largest suppliers of HBM in the world. Last we heard, Rebellions was sourcing its HBM from Samsung, but in a pinch it shouldn't have to fight that hard to get SK Hynix to kick in some capacity. …
… The GPU giant needs that many chips because, while SRAM may be fast, the chips are neither capacious nor compute-dense. …
… Memory prices have been heading north for months as chip makers prioritize HBM, leaving customers fighting over diminishing supplies of DRAM and NAND. …
… But the GPU giant's chips currently struggle to deliver. …
… For comparison, just one of the eight HBM4 modules on Nvidia's Rubin GPUs contains 36GB of memory. …