SRAM on TSMC N5 Costs $95/GB, Narrows Price Gap with HBM4

SRAM on TSMC N5 costs $95/GB, while Samsung SF4 SRAM is $60-$70/GB, approaching HBM4 contract prices of $35-$40/GB. This narrowing gap, down from a 5x-6x difference with HBM3E, suggests a viable market for hybrid bonded 3D SRAM-based accelerators.

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Updated 7h ago · 1 source

SRAM on TSMC N5 Costs $95/GB, Narrows Price Gap with HBM4

SRAM on TSMC N5 costs $95/GB, while Samsung SF4 SRAM is $60-$70/GB, approaching HBM4 contract prices of $35-$40/GB. This narrowing gap, down from a 5x-6x difference with HBM3E, suggests a viable market for hybrid bonded 3D SRAM-based accelerators.

View Tweet→

Sources (1)

SRAM on TSMC N5 Costs $95/GB, Narrows Price Gap with HBM4

Semicon Twitter · Twitter · 7h ago

View tweet→

Related Signals

5h agoContractHantang's Order Backlog Skyrockets to $193.9 Billion Amid Global Fab Construction Boom→7h agoFundingTSMC Issues NT$18.5 Billion in Green Bonds for Green Building and Environmental Protection→7h agoSignalMorgan Stanley Changes Course on Samsung Electronics Weighting in Two Weeks→7h agoLaunchSamsung Electronics Launches Ambitious 'AI Glasses' with Gentle Monster→7h agoPartnershipGoogle Gemini Partners with Samsung for Galaxy Unpacked Integration→

Credibility

Lead sourceSemicon Twitter

Corroboration1 distinct outlet

VerificationSingle source

Entities

TSMCmentioned Samsungmentioned

Unlock the full signal with Pro

Tessara synthesizes 80+ data sources into actionable intelligence for AI infrastructure investors.

Unlock with Pro→Sign in