Wood: The high bandwidth memory craze may be short-lived, and price surges are usually negative signals

Ark Invest founder Wood stated that the high bandwidth memory HBM craze may be short-lived, as HBM is the most cyclical and commercialized part of the semiconductor industry chain; Cerebras and Groq do not rely on HBM, indicating that such requirements can be optimized through engineering methods; In the field of technology, a price increase of three, four, or even ten times is usually a negative signal.