SK Hynix Says 16-High HBM Is Hard; Bandwidth Now Prioritized

SK Hynix publicly acknowledged that 16-high HBM stacks are difficult, and the market is now prioritizing bandwidth over capacity. SemiAnalysis argues hybrid bonding's HBM case rested on stack height, which is no problem at 4-high and 8-high, so D2W hybrid bonding for HBM is now uncertain rather than merely delayed.