---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42334692.md"
description: "The loss comes from something with a very tongue-twisting name but a simple principle — high-end memory for AI (HBM), which is extremely "material-consuming" to produce.To give an analogy of our own. For the same silicon wafer (the raw material for making chips), if used to make regular memory, you can get one whole piece; but if you take it to make HBM for AI, because it stacks over a dozen layers of chips like a mille-feuille, to produce the same capacity, it consumes the material of three to four wafers. This isn't something I'm making up; this is a number disclosed by Micron itself — the industry now calls it the "three-to-one rule": every additional unit of high-end AI memory produced equals consuming the production capacity for three units of regular memory.$Samsung Electronics (SSNGY.US)$XL2CSOPHYNIX(07709.HK)$Micron Tech(MU.US)"
datetime: "2026-07-01T06:49:49.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42334692.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42334692.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42334692.md)
author: "[熊猫校长Ming](https://longbridge.com/en/profiles/16386316.md)"
---

# The loss comes from something with a very tongue-t…


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