Dylan Patel
speaker
3,025 appearances
3 recordings
1 series
first heard Aug 2025
last heard 15 Jul
Dylan Patel’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
And they were just stockpiling lithography equipment.
This is sort of like reversed now in that like, hey, if I want to and so if you look at the monthly import export data both into provinces in China, but also out of countries, uh, you can see that etch etch uh specifically is skyrocketing.
And and the main thing about um you know stacking HBM is that you have to, you know, when you have each wafer, you have to etch create like this thing called a through silicon via so it can connect from the top to bottom and then you stack them on top of each other.
Right, twelve high, sixteen high for HBM.
That's how you make super high bandwidth memory.
And and their imports for etch is like skyrocketing now.
So it's like it it it's it's they don't have the production capacity yet.
How fast can they ramp it as a function of how much equipment can they get?
A and B, like the yields, right?
Improving yields is really hard on manufacturing.
Intel and Samsung are really good and TSMC is just amazing.
Not not that those companies suck, like I think is a better way to put it.
And and so, you know, it's those two things I think.
Yeah.
yield, they haven't even started production of high speed of of HBM three, right?
They've they've only done some sampling of HBM two.
HBM three came out like a few years ago.
So there there's still quite a bit of ways on like going up the learning curve.
I I obviously I expect them to catch up faster than it took, you know, the technology to be developed because
It exists, right?
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