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The Strategic Calculus: Why GPU Makers Aren't Commoditizing High-Bandwidth Memory
December 15, 2025

Explore why leading GPU manufacturers opt not to commoditize specialized RAM like HBM, delving into market volatility, customer price sensitivity, and strategic business decisions.

Gpu Manufacturing High-Bandwidth Memory (Hbm) Business Strategy Ai Hardware Market Economics Commoditization Supply Chain Data Centers Profit Maximization Core Competency