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News


tspasemiconductor.substack.com > p > hot-chips-2026-hbm-base-die-evolves

Hot Chips 2026: HBM Base Die Evolves from a Memory Interface into a Computing Engine — Samsung Unveils a Three-Phase Roadmap Toward Custom HBM, aHBM, and zHBM

1+ week, 1+ day ago   (326+ words) The AI era, however, is beginning to rewrite this division of responsibilities. The central idea Samsung introduced at Hot Chips 2026 is to apply advanced logic processes to the HBM Base Die, transforming the B-die from what has historically been a…...


tspasemiconductor.substack.com > p > hbf-as-nand-adopts-an-hbm-like-architecture

HBF: As NAND Adopts an HBM-Like Architecture, the AI Memory Hierarchy Is Being Redefined

3+ week, 9+ hour ago   (211+ words) A new direction is emerging in AI infrastructure in 2026: NAND flash is no longer being treated solely as storage inside SSDs. Instead, it is beginning to evolve toward a near-compute, high-bandwidth, high-capacity memory tier. One of the most representative technologies…...