Irrational Analysis
An independent industry analysis organization specializing in semiconductors and AI chips, known for publishing in-depth technical analysis reports and pointed assessments of industry developments.
Timeline (last 90 days)
The analysis firm Irrational Analysis assessed that HBM is a mistake.
HBM4 is planned to increase the number of stacked layers to 16–20, achieving approximately 4 TB of capacity per square centimeter, but each layer receives only about 20% of the single-chip bandwidth.
The debate over the HBM roadmap was raised during the Q&A session at the Hot Chips 2026 conference.
All Facts (3)
The analysis firm Irrational Analysis assessed that HBM is a mistake.
50%UnverifiedHBM4 is planned to increase the number of stacked layers to 16–20, achieving approximately 4 TB of capacity per square centimeter, but each layer receives only about 20% of the single-chip bandwidth.
50%UnverifiedThe debate over the HBM roadmap was raised during the Q&A session at the Hot Chips 2026 conference.
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