Ex-Intel CEO Gelsinger Calls HBM a "Hideous Memory" as Nanya Sees DRAM Shortages Till 2028

Former Intel CEO Pat Gelsinger told a16z that HBM is a "hideous memory" plagued by poor bit density, thermal issues and shoreline bandwidth limits, though it remains "the best one that we got." Nanya reiterated on its earnings call that commodity DRAM shortages will persist until early 2028 as production shifts to HBM.

• Gelsinger: HBM is a "hideous memory," but "the best one that we got"
• HBM3/3E uses a 1024-bit bus; HBM4 doubles it to 2048 bits
• HBM PHY becomes the main thermal stress source above ~30 W
• Nanya: DRAM shortages to persist until early 2028