Hot Chips 2026: Micron warns HBM wafer penalty is widening with every generation — AI memory uses 3x more silicon than DDR5, company says memory wall is ‘gettin
Micron’s presentation put compute performance scaling at roughly three times every two years and HBM bandwidth at under two times, a divergence Sreeramaneni summarized by saying “the memory wall is still present, and, in…


