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ARCHITECTURE Signal 426

Samsung previews zHBM, which vertically stacks HBM atop AI accelerators, and zNAND-O, built on V-NAND, and unveils the industry's first V10 BV-NAND architecture (Yoolim Lee/Bloomberg)

Samsung previewed zHBM, which vertically stacks HBM on AI accelerators, zNAND-O built on V-NAND, and the industry's first V10 BV-NAND architecture.

WHY IT MATTERS

Engineers now have a concrete example of vertically integrated high-bandwidth memory for AI accelerators to consider in future designs. The preview also shows Samsung extending its V-NAND expertise to a new NAND flash product and introducing a novel NAND architecture. Early access to these concepts allows teams to begin evaluating potential impacts on system architecture, packaging, and supply chain.

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The three things worth knowing

01

zHBM places HBM dies directly on top of AI accelerator chips in a vertical stack.

02

zNAND-O is a NAND flash product built using Samsung's existing V-NAND technology.

03

The V10 BV-NAND architecture is presented as the industry's first implementation of that specific NAND design.

THE READ

What elseif makes of it.

ORIGINAL ANALYSIS

Samsung previewed zHBM, which vertically stacks HBM atop AI accelerators. The company also previewed zNAND-O, built on its existing V-NAND technology. Additionally, Samsung unveiled what it calls the industry's first V10 BV-NAND architecture. These three items were shown together in a single preview event.

zHBM represents a method of placing high-bandwidth memory dies directly on top of an AI accelerator in a vertical stack. zNAND-O is described as a NAND flash product that leverages Samsung's V-NAND fabrication approach. The V10 BV-NAND architecture is presented as a new NAND design claimed to be the first of its kind in the industry.

As a preview, the technologies are not yet in mass production and no detailed specifications or availability dates were provided. Engineers cannot currently procure or integrate these parts into shipping products. Further information, such as performance data, pricing, or production timelines, would be needed before any adoption decision can be made.

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Techmeme Samsung previews zHBM, which vertically stacks HBM atop AI accelerators, and zNAND-O, built on V-NAND, and unveils the industry's first V10 BV-NAND architecture (Yoolim Lee/Bloomberg) Open ↗