Groups | Search | Server Info | Keyboard shortcuts | Login | Register [http] [https] [nntp] [nntps]

Groups > sci.math > #646907

Economy of Maturation: Mobile HBM Coming! (Was: Creating a "European CMOS 2.0 Army")

Cross-posted to 2 groups.

Show all headers | View raw

Hi,

"Mobile HBM" refers to a new, under-development
form of High Bandwidth Memory (HBM) optimized
specifically for energy-efficient mobile devices
like smartphones. Manufacturers such as Samsung
and SK Hynix are developing this technology to
make the massive data bandwidth required for complex,
on-device AI applications available within the strict
power and space constraints of mobile phones.

Unlike classic HBM solutions, which rely on
extra-wide silicon interposers for massive data
throughput in data centers and graphics cards,
Mobile HBM utilizes stacked LPDDR architectures.
The goal is to drastically reduce power consumption
and heat generation so that large AI models can
run directly on the device (on-device) without
placing too heavy a load on the battery. The
technology is expected to hit the market starting
in 2026/2027, with Apple among those showing great
interest in integrating it into future iPhone generations."

https://www.remio.ai/post/mobile-hbm-the-ai-memory-tech-that-could-reshape-the-iphone

Just think of a Mac Neo, which has now 8 GB,
but the memory going 3D in 12 layers, thats a
massive of 96 GB very fast memory.

Economy of scale comes later, when the same CPU/
GPU/RAM combo is used for phones, tablets, desktop,
or with other humidity and temperature parameters

for cars, robots, drones, etc...

Bye

Mild Shock schrieb:
> Hi,
> 
> For marketing purposes people
> typically look at the race towards
> 2nm, and we find:
> 
> A month ago, Apple lost its exclusivity
> on 3 nm smartphone processors with
> MediaTek’s Dimensity 9400 chip, integrated
> in the Vivo X200 Pro smartphone. Qualcomm
> is also in the race with its recently
> unveiled Snapdragon 8 Elite and set to
> power the Xiaomi 15 Pro in 2025. However,
> Apple should regain its position as innovation
> leader in 2026 with the release of the
> iPhone 18, which should feature the A20
> chip built on TSMC’s 2 nm process."
> 
> But there is a vertical vias revolution
> going on as well, some SOCs typically
> being at 18 layers now:
> 
> Zooming Into a CPU (It's Incredible)
> https://www.youtube.com/watch?v=Bez-2cvYja0
> 
> imec has coined the term CMOS 2.0:
> 
> LEUVEN (Belgium), MARCH 12th, 2026 — Imec,
> a world-leading research and innovation hub
> in advanced semiconductor technologies, has
> launched a first-of-its-kind consortium with
> 26 European university groups that will jointly
> work on the technology roadmap beyond
> CMOS scaling (CMOS 2.0).
> https://www.imec-int.com/en/press/imec-launches-university-consortium-around-next-generation-chips 
> 
> 
> So we might see more mobile grade GPUs.
> 
> Bye

Back to sci.math | Previous | Next — Previous in thread | Next in thread | Find similar | Unroll thread

Thread

Creating a "European CMOS 2.0 Army" Mild Shock <janburse@fastmail.fm> - 2026-07-13 07:29 +0200
  Micro penis walking around with a rucksack (Re: Creating a "European CMOS 2.0 Army") Mild Shock <janburse@fastmail.fm> - 2026-07-13 07:30 +0200
  Economy of Maturation: Mobile HBM Coming! (Was: Creating a "European CMOS 2.0 Army") Mild Shock <janburse@fastmail.fm> - 2026-07-22 13:28 +0200
    3D RAM the new normal for SSDs [Mac Neo Case Study] (Was: Economy of Maturation: Mobile HBM Coming!) Mild Shock <janburse@fastmail.fm> - 2026-07-22 14:01 +0200
    Re: Economy of Maturation: Mobile HBM Coming! (Was: Creating a "European CMOS 2.0 Army") Ross Finlayson <ross.a.finlayson@gmail.com> - 2026-07-22 07:06 -0700
      Rossy Boy is confused : HBM != RDMA [UK Brexit Paranoids] (Was: Economy of Maturation: Mobile HBM Coming!) Mild Shock <janburse@fastmail.fm> - 2026-07-22 16:17 +0200
        Hardware engineering as a cyber crime conspiration (Re: Rossy Boy is confused : HBM != RDMA [UK Brexit Paranoids]) Mild Shock <janburse@fastmail.fm> - 2026-07-22 16:24 +0200
          Don't cruise gay bars, might end up like Alan Turing (Re: Hardware engineering as a cyber crime conspiration) Mild Shock <janburse@fastmail.fm> - 2026-07-22 16:29 +0200
            Re: Don't cruise gay bars, might end up like Alan Turing (Re: Hardware engineering as a cyber crime conspiration) Ross Finlayson <ross.a.finlayson@gmail.com> - 2026-07-22 07:42 -0700
            Re: Don't cruise gay bars, might end up like Alan Turing (Re: Hardware engineering as a cyber crime conspiration) Eliesky Babkov <vleyve@es.ru> - 2026-07-23 16:10 +0000
        Re: Rossy Boy is confused : HBM != RDMA [UK Brexit Paranoids] (Was: Economy of Maturation: Mobile HBM Coming!) Ross Finlayson <ross.a.finlayson@gmail.com> - 2026-07-22 07:38 -0700

csiph-web