Semiconductor Business
Custom HBM: Who Designs the Base Die, Who Pays and Who Owns Yield
Through HBM3E, the base die at the bottom of a memory stack was a memory maker's own part, built on its own process and sold inside a standard product. Custom HBM breaks that up. The memory controller can move from the host chip into the base die, a logic foundry makes the die, and a customer may want its own circuits in there as well. The technical case is well covered. The commercial one is not, because a part that used to have one owner…