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Nvidia adopts custom HBM, freeing up GPU die space for compute

By PulseAugur Editorial · [2 sources] ·

SemiAnalysis reports that Nvidia is adopting custom High Bandwidth Memory (HBM) solutions, significantly reducing the die space required for memory controllers and PHYs. This custom approach, particularly with Samsung's HBM4 interface, frees up an estimated 12% of GPU die space compared to standard HBM, potentially allowing for up to 25% more compute area and 30% increased bandwidth. These advancements are expected to benefit Nvidia's upcoming Rubin GPU and its associated memory vendors and foundries. AI

IMPACT Custom HBM adoption by Nvidia could lead to more powerful and efficient AI accelerators by increasing compute density and bandwidth.

RANK_REASON The cluster details a significant shift in hardware design strategy by a major player (Nvidia) involving custom memory solutions that impact compute density and performance.

Read on X — SemiAnalysis →

AI-generated summary · Google Gemini · from 2 sources. How we write summaries →

Nvidia adopts custom HBM, freeing up GPU die space for compute

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Significant
The cluster details a significant shift in hardware design strategy by a major player (Nvidia) involving custom memory solutions that impact compute density and performance.
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2 independent sources
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infra, product
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COVERAGE [2]

  1. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ ·

    Who else goes custom, who stays standard and why, and what it means for memory vendors and foundries: all in our latest Memory Model note, All About That Base:

    Who else goes custom, who stays standard and why, and what it means for memory vendors and foundries: all in our latest Memory Model note, All About That Base: [email protected] (2/2) https://t.co/aKKMh3y6OH

  2. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ ·

    🚨Custom HBM frees up die space for compute🚨

    🚨Custom HBM frees up die space for compute🚨 On Rubin, HBM controllers and PHYs take up roughly 16% of the GPU die. On Feynman with NVHBM, we estimate that falls to ~4%. How: the memory controller moves off the XPU and onto the HBM base die, and the wide standard PHY is https://t…

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