Memory Systems: HBM and the Bandwidth Wall
The accelerator isn't limited by math. It's limited by how fast memory can feed it. This course follows that constraint from the physics inside a high-bandwidth memory stack, to the small group of suppliers who make it, to what it does to the price of a token. You know the basics. This is where the mechanics come in. Glad you're here. — Myke Founder, Faraday Intelligence
What’s inside
The Bandwidth Wall: Why Memory, Not Math, Governs the Accelerator
Inside the Stack: HBM3E, HBM4, and the Physics of a Memory Cube
The Supply Picture: SK Hynix, Samsung, Micron, and a Constrained Market
Bandwidth as the Price of a Token: Inference Economics, CXL, and Processing-in-Memory