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Hot Chips 2026: d-Matrix stacks AI accelerator directly on custom DRAM for 100 TB/s per card — TSMC 4nm compute die bonded face-to-face at a 36-micron pitch on top of a custom-designed die

Tom's Hardware

NEWS SUMMARY

What changed

d-Matrix presented Raptor, which it calls the first 3D DRAM accelerator for generative inference, showing a TSMC 4nm compute die bonded face-to-face at a 36-micron pitch on top of a custom-designed DRAM die.

MEMORY IMPACT

Why it matters

This Company update does not yet create a clear sector direction. It may still change supply-demand assumptions, but the evidence is insufficient on its own to lift or reduce memory pricing and earnings expectations.

Evidence behind the label

DRAM
Rule confidence62%

This page provides a short source summary and a rule-based interpretation. Machine translation may miss context, so verify the original. Direction labels estimate potential effects on memory supply, demand, pricing or earnings and are not stock recommendations.