Algorithmic efficiency and legacy-node workarounds dismantle the physical scarcity of high-bandwidth memory.
While manufacturers spend billions to expand advanced memory capacity, software-level compression and mature-process 3D architectures offer immediate paths to bypass physical memory bottlenecks.
The same conclusion keeps arriving from across the workspace's research — 2 topics independently instantiate this theme. Filter the evidence by where it came from:
A storage-tier workaround bypasses the DRAM/HBM bottleneck that physical memory supply alone cannot resolve.
A mature-node 3D FeRAM architecture that skips EUV entirely is the legacy-node workaround prong of the law dismantling HBM's physical scarcity.
Software-level KV-cache compression cuts bytes per token, the algorithmic channel that bypasses the physical memory bottleneck while suppliers pour billions into wafer capacity.
Borkar's argument that the fix is extracting more intelligence per existing byte rather than adding bytes restates the efficiency-over-scarcity law in an executive's words.