New SPHBM4 Tech Slashes HBM Costs 30%, But AI Boom Fuels RAM Shortages
A new serialized HBM technology, SPHBM4, promises to cut production costs by up to 30% using cheaper substrates, enabling hyperscalers like Google and Amazon to scale AI operations affordably. However, AI's growing demand exacerbates global memory shortages, driving up consumer RAM prices and limiting supplies for PCs and devices.
