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With The HBM Base Die Costing 3-4x As Much As The Core Die, NVIDIA’s NVHBM Is A Master Stroke For Capturing Most Of The HBM Value While Relegating The β€˜Big Three’ To The Commodity Status

31 August 2026 at 16:51

A detailed view of the NVIDIA H100 Tensor Core GPU chip featuring a grid of gold and silver components.

NVIDIA appears determined to end the oligopolistic control over HBM by the so-called 'Big Three' memory players - Samsung, SK hynix, and Micron - and is apparently using the NVHBM as a cudgel to create a seismic paradigm shift. NVHBM is NVIDIA's power move to capture most of the value residing within a given HBM stack As we detailed recently, NVIDIA has just unveiled its NVHBM DRAM solution: This brings us to the core of today's topic. Earlier today, we received a tidbit that SK hynix was evaluating a potential relocation of the fabrication of its HBM base die from […]

Read full article at https://wccftech.com/with-the-hbm-base-die-costing-3-4x-as-much-as-the-core-die-nvidias-nvhbm-is-a-master-stroke-for-capturing-most-of-the-hbm-value-while-relegating-the-big-three-to-the-commodity-status/

NVIDIA Develops Custom β€œNVHBM” Memory For AI, Claiming 30% More Bandwidth and 15% Lower Power Than HBM4E

26 August 2026 at 21:45

A detailed view of the NVIDIA H100 Tensor Core GPU chip featuring a grid of gold and silver components.

NVIDIA has just announced its custom HBM solution called NVHBM, which will be used in future GPUs, offering higher bandwidth & lower power. NVHBM Is A Custom HBM Solution Designed By NVIDIA & Amazon's Annapurna Labs To Speed Up DRAM Capabilities For Future Agentic & Physical AI Workloads The NVIDIA NVHBM DRAM solution is an extension of NVLink Fusion, offering higher memory performance and efficiency to XPUs at a time when memory bandwidth is becoming critical as model sizes increase tremendously into the trillion-parameter era. NVIDIA says that its NVHBM solution offers better bandwidth and efficiency than standard HBM solutions […]

Read full article at https://wccftech.com/nvidia-develops-custom-nvhbm-memory-for-ai-more-bandwidth-lower-power-than-hbm4e/

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