AMD abandons HBM for inferior LPDDR5x as AI monster devours precious high-bandwidth memory

AMD has shifted its focus from high-bandwidth memory (HBM) to the less powerful LPDDR5x for its system-on-chips (SoCs) due to AI hyperscalers monopolizing HBM production. This change highlights the intense demand for HBM, which is now harder to acquire as AI technologies grow. The move to LPDDR5x might affect performance but could allow AMD to keep up with market demands and adapt to resource availability. This strategic pivot underscores the competitive landscape of semiconductor resources and their allocation for cutting-edge tech sectors.