Intel to End NVIDIA's HBM Era... Unveils Next-Generation Memory That Could Upend the AI Market

Intel is set to unveil ZAM, a vertically stacked memory technology aimed at replacing HBM at the VLSI conference.

ZAM targets higher bandwidth and lower power consumption, positioning it as a rival to Nvidia’s HBM4 plans.

If commercialized, ZAM could reshape the AI accelerator memory market and intensify competition across performance, power, and supply chains.