Because HBM will use memory integrated directly onto the interposer and be sold as a single package, board partners could potentially be limited in how hard they can differentiate their cards from others.
Macri said that HBM won't impact them too much.
"The degrees of freedom are still there," he said. "But (board partners) will be turning the knobs a little differently." He also said even though board partners have the capability to buy RAM from different vendors for custom designs, they typically don't.
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