… Intel’s new AI-GPU will be targeted at air-cooled servers and will be a competitor to existing Nvidia and AMD cards in the same target demographic, such as the recently released AMD MI350P with 144GB of HBM3E and the Nvidia H200 NVL with 141GB of HBM3. …
… EMIB-T, which adds through-silicon vias to the bridge for HBM4 compatibility and higher bandwidth, is expected to enter production fab rollout this year . …
Samsung holds desperate final talks with union over 18-day chip factory strike that could cost $20 billion — government-mediated summit seeks to avert industrial action that could hit HBM production
… In China, Huawei's Ascend 910C SMIC 7nm, roughly 800 TFLOPS FP16, 128GB HBM targets 600,000 units in 2026 but faces yield challenges at around 20%. Cambricon, meanwhile, plans to triple output to 500,000 chips. …
… Each chiplet contains four HBM domains and four DDR domains; there are 16 NUMA domains per processor. HBM access is highly sensitive to locality, whereas DDR memory access is more uniform within a die and is shared between clusters. …
… Memory manufacturers continue to prioritize high-margin server DRAM and HBM production over consumer and mobile applications, and new fab capacity isn’t expected to come online in volume before late 2027 at the earliest . …
… Micron's newer 1β and 1γ nodes are dedicated to DDR5, LPDDR5, and HBM. …
… TSP uses an integrated turnkey system that routes chips through its own foundry and packaging lines, and any slowdown in back-end operations will directly constrain HBM output as all three major memory producers are racing to fulfill hyperscaler orders. …
… Tom's Hardware Premium Roadmaps High-Bandwidth Memory HBM Roadmap Nvidia Enterprise GPU and CPU Roadmap AI accelerator Roadmap Desktop GPU Roadmap 3D NAND Roadmap TSMC began volume production on its N2 node late last year, and the foundry is ramping five separate 2nm fabs this year to meet what it … …
… Samsung is the only major semiconductor company that designs logic chips, manufactures them on a contract basis, and produces its own memory. …