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Tech Watch by Johan Denoyer

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Hot Chips 2026: Samsung and HBM Base Die Opportunities

Quality: 8/10 Relevance: 9/10

Summary

Hot Chips 2026 coverage focuses on Samsung's approach to High Bandwidth Memory (HBM) using a logic node on the base die to improve bandwidth and power efficiency. The article outlines three phases: moving memory controller functions onto the base die, adding telemetry and test blocks, and exploring advanced stacking like zHBM with on-die compute, highlighting potential thermals and integration challenges.

🚀 Service construit par Johan Denoyer