Published overnight, the Reuters story below looks interesting, given that Coby nearly always emphasises in his presentations that WBT's ReRam has low power consumption. It looks like WBT is aiming for the right targets.
https://www.reuters.com/technology/samsungs-hbm-chips-failing-nvidia-tests-due-heat-power-consumption-woes-sources-2024-05-23
all imho, dyor
Industry related on topic, page-631
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