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Engrams Embedding Entendre: Codesign for Efficient DRAM/SSD Offloading - SemiAnalysis

Publisher description: New Model Architecture Implications for TAM of DRAM/NVMe, DeepSeek V4.1 Flash, AgentX, InferenceX, NVMe experiments

NewsAPI | Sep 18, 2026 | Bryan Shan, Cam Quilici, Alec Ibarra, Kimbo Chen, Myron Xie, Dylan Patel

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Engram extends standard token embeddings with learned multi-token lookups. With Engram model architecture optimization, it allows for lower HBM capacity to be needed for models at the same quality. Thus HBM bandwidth matters way more than HBM capacity.

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