🚨 HBM5 Doubles Bandwidth Without Adding a Single Pin 🚨
HBM5 keeps the same 2048 pins as HBM4E and runs each one nearl | Hanami
🚨 HBM5 Doubles Bandwidth Without Adding a Single Pin 🚨
HBM5 keeps the same 2048 pins as HBM4E and runs each one nearly 2× faster. Samsung's Hot Chips 2026 presentation shows pin speed going from 14 Gbps on HBM4E to over 28 Gbps on HBM5.
Faster pins are only half the story. To keep each pin fed, everything behind the pins doubles too: DRAM banks, TSVs, and an upgraded PHY on the base die.
Here's how it works, explained as a grocery store 🛒 (1/6)🧵(Historical earnings: For 2026FY (period ended 2026-07-03), Sandisk reported basic EPS of 77.78, diluted EPS of 73.76, and net income of USD 11.433 billion.
Consensus expectations: For the next upcoming event (2027Q2, event date 2027-01-27), consensus EPS estimate is 58.1353 and revenue estimate is USD 12.662 billion.)