Memory bandwidth and supply
High-bandwidth memory that feeds chips fast enough.
capabilityBuilt today Built but scarce · 5 of 5 Open on the map →
Facts
- Lane
- Compute hardware
- Wave
- 1 of 12 (build order, not a date)
- Needs
- 0 boxes all the way back through hard links
- Unlocks
- 109 boxes downstream through hard links
- Leverage
- None: already built
- Cluster
- Around datacentre capex
Evidence as of October 2026
TrendForce reports AI could take nearly 20% of global DRAM supply in 2026; high-bandwidth memory uses about four times the wafer capacity of standard DRAM per gigabyte.
Around it
Needs · 0
Nothing beyond the detail list. It can start at any time.