Is HBM1 versus HBM2 sort of a repeat of GDDR4 versus GDDR5? The former in each case being rejected pretty widely, at least partly because the latter arrived so soon? Wasn't there about 1 year between GDDR4 and GDDR5?
The slide on HBM gen2's pseudo-channel mode makes note of a "legacy mode", which shows more interest in greater continuity between the generations. This did not seem to happen for GDDR4 and GDDR5. I recall there are GPUs with DDR3/GDDR5 controllers, which may show how much GDDR4 mattered once GDDR5 came out.
Since GDDR5 was a project started with AMD and Qimonda, it's unclear how much was coordinated with the efforts that were evolving from GDDR3 to GDDR4, but the transition seemed to be rather unceremonious for the latter.
Is HBM1 a necessary evil on the way to HBM2? Was GDDR4 a necessary evil on the way to GDDR5? Or did both GDDR4 and HBM1 projects end-up being delayed, thus simply running in to their successors?
GDDR4 had its life span cut short by GDDR5, as its next round of speed grades got preempted by the newer standard.
I think HBM1 and HBM2 are part of the same lineage, and HBM1 did not come out as early as was hoped. GDDR5 was not succeeded by a GDDR6, and it has hit speed grades that were not originally projected and lasted longer than most graphics memory standards did. HBM2 seems to make some effort to recognize what HBM1 does.
Another data point is that AMD and Hynix started talking about HBM in 2010, when the other memory types had 1-2 years between initial disclosures and production.
That GDDR5 was an AMD+memory maker project just as HBM1 is could have contributed somewhat to the delay on top of the obvious manufacturing changes. HBM2 might be the more polished version of the idea, and one that may be more palatable for DRAM makers and AMD's competitors. Qimonda's fate is not an auspicious one for how much benefit an AMD joint effort is, and HBM2 might have included more input and received more buy-in from outside stakeholders.
Lessened enthusiasm and the continued polishing of GDDR5 could have tamped down the upside of the first gen, so we may need to see who else but AMD may adopt it.