Until someone figures out an alternative to HBM I wouldn't call this hype.
The final effective yield for HBM based products is catastrophic compared to DRAM. But, the bandwidth, density and power characteristics of HBM are untouchable.
HBC (high bandwidth compute) seems like the most plausible successor.
High demand will only increase the incentive to improve the yield. If the incumbents don't want to increase output, China will happily undercut them eventually.
What are the chances of the price going down in the first place? The companies can keep the prices artificially high, and they do not need to collude to keep their prices inflated forever.
Until someone figures out an alternative to HBM I wouldn't call this hype.
The final effective yield for HBM based products is catastrophic compared to DRAM. But, the bandwidth, density and power characteristics of HBM are untouchable.
HBC (high bandwidth compute) seems like the most plausible successor.
https://www.qualcomm.com/data-center/products/qualcomm-drago...
High demand will only increase the incentive to improve the yield. If the incumbents don't want to increase output, China will happily undercut them eventually.
Conversely, Acer CEO could be downplaying 2030 shortage fears to protect investor confidence. Price discovery.
What are the chances of the price going down in the first place? The companies can keep the prices artificially high, and they do not need to collude to keep their prices inflated forever.
If they keep the price high & customers don't buy anything as a result they will go bankrupt.