… Demand for HBM has surged over the past two years as hyperscalers race to deploy larger AI clusters, prompting memory suppliers to devote an increasing share of their production capacity to AI-oriented products. …
Filter Year Month Go 31 articles January 30 China moves into manufacturing disruptive new semiconductor glass substrates as processor packaging competition intensifies January 29 Ongoing trade war has TSMC and Taiwan stuck between a rock and a hard place — concerns mount surrounding U.S deals crack…
… 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. …
…Explosive HBM demand fueling an expected 20% increase in DDR5 memory pricing — demand for AI GPUs drives production cuts for standard PC memory Chipmaking to go subzero — 3D flash memory manufactured at…
… Enter: the new XPS 14 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 The tech industry is moving faster than ever. …
… DOE for a loan guarantee to start the project Nvidia buys AI chip startup Groq's assets for $20 billion in the company's biggest deal ever — Transaction includes acquihires of key Groq employees, including CEO Arch Linux kills off Nvidia Pascal GPU support — users still running GTX 10-series graphi… …
… We are monitoring her very closely EU pushes for Chips Act 2.0 investment as it looks set to miss global silicon production targets by a wide margin — seeks quadrupling of semiconductor investment as $50 billion initiative flounders Legendary Sound Blaster 2.0 ISA card revived by hardware enthusias… …
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