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Seems extremely high demand of Micron's HBM3E in coming quarters!

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  • Silverbat OP : “Micron's HBM3E helps reduce data center operating costs by consuming about 30% less power than competing offerings. The 24GB 8-high solution will be part of NVIDIA H200 Tensor Core GPUs which will begin shipping in the second calendar quarter of 2024.”

  • Silverbat OP : Reducing electric power means less heat generated, which increases data throughput efficiency instead.

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