Piecemakers bets edge AI devices will diverge from reliance on HBM — custom-designed memory fuses DRAM stack directly to the processor using hybrid bonding
When you purchase through links on our site, we may earn an affiliate commission. Instead, it bets that inference memory diverges from training memory, President Lee Hsiao-wen told Cnyes, and that DRAM stacked directly on the processor with hybrid bonding can sit between Nvidia’s SRAM-only Groq LPU and HBM. As it stands, design fees, not chips, carry the company's profit, with AI custom-design work accounting for around 40% of the company's revenue in the first half of 2026.
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- ▪Instead, it bets that inference memory diverges from training memory, President Lee Hsiao-wen told Cnyes, and that DRAM stacked directly on the processor with hybrid bonding can sit between Nvidia’s SRAM-only Groq LPU and HBM.
- ▪As it stands, design fees, not chips, carry the company's profit, with AI custom-design work accounting for around 40% of the company's revenue in the first half of 2026.
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| Publication time | Wed, 16 Sep 2026 14:36:48 +0000 |
| Retrieval time | 2026-09-16T14:43:41.306Z |
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Tech Industry Manufacturing Semiconductors Piecemakers bets edge AI devices will diverge from reliance on HBM — custom-designed memory fuses DRAM stack directly to the processor using hybrid bonding MEMBER EXCLUSIVE News By Shane Downing Published 16 September 2026 Design fees pay the bills with stacked DRAM shipping in 2027. When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works. (Image credit: Getty Images / Bloomberg) Share Copy link Facebook X Whatsapp Reddit Pinterest Flipboard Email Share this article Join the conversation Follow us Add us as a preferred source on Google Newsletter Subscribe to our newsletter PieceMakers, a Nanya-backed DRAM designer, began trading on Taiwan’s Emerging Stock Board on September 16 at a NT$740 reference…
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