TLDR Tech / AI
What Comes After HBM
A handful of early-stage memory technologies could yield either faster access speeds than current HBM or HBM-bandwidth with NAND-like density. Technologies like magnonics and vertical FeRAM stand out as being possible platonic ideals for memory, but they have a very long way to go before being remotely commercially relevant. Commercializing these technologies will require founding teams capable of raising hundreds of millions of dollars, possibly billions. If any of these technologies make it, they would be truly revolutionary transformations of the constraints for AI and how developers think about these systems.
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