memory guys (Samsung, skHynix)
Here, it’s basically C-HBM4.
The memory guys are basically not interested in AMD(or strong NDA)
The consensus among official custom HBM team (probably) is that AMD isn’t using C-HBM4 due to cost issues and AMD’s lack of capacity.
But this time, my side has a consulting person(Maybe? for Google, Broadcom, AMD, etc. He knows the capacity of LPDDR.) on the scene
So, memory guy with the strongest argument is that the supply shortage has led to the switch to using S-HBM(claim: lpddr controller is inside the GPU. LPDDR is connected to the IOD or MID, just like a graphics card.)
p.s He’s probably a planning person and has access to the MI4xx plan.
