Why the need for another wafer? SRAM has stopped scaling. That's a problem when SRAM is the whole pitch and 50% of the w…
SemiAnalysis Twitter · SemiAnalysis (@SemiAnalysis_) · 2026-06-02
SemiAnalysis explains that SRAM scaling has effectively stalled—evidenced by Cerebras's WSE-3 gaining only 10% more SRAM over WSE-2 (44GB vs 40GB)—creating the fundamental constraint that is driving Cerebras's wafer-on-wafer bonding research.
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Extraction
Topics: cerebrassram-scalingsemiconductor-designwafer-scale-ai
Claims
- SRAM has stopped scaling at current process nodes.
- SRAM comprises 50% of the Cerebras WSE wafer area, making scaling stagnation a critical bottleneck.
- WSE-1 shipped 18GB of SRAM and WSE-2 jumped to 40GB, a healthy 2.2x generational increase.
- WSE-3 advanced to only 44GB of SRAM, a mere 10% gain across a full process node generation.
- The SRAM scaling wall is the primary driver behind Cerebras's exploration of wafer-on-wafer bonding.
Key quotes
SRAM has stopped scaling. That's a problem when SRAM is the whole pitch and 50% of the wafer.
WSE-1 shipped 18GB of SRAM, WSE-2 jumped to 40GB, a healthy 2.2x. But WSE-3 advanced to just 44GB, a 10% gain across a full [process node generation]