SambaNova Pits Its Engineering Against Nvidia For Agentic AI
…Equally importantly, SambaNova has kept the HBM memory bandwidth roughly the same at 1.84 TB/sec and the capacity of the HBM memory the same at 64 GB even as it…
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Nvidia and SK hynix ink multi-year memory co-development and supply agreement — seeks to address extended development cycles
4d agoGoPro warns 'substantial doubt about the company’s ability to continue' in regulatory filings — AI memory shortage hits action camera maker
1w agoSK hynix to double memory wafer capacity within five years, chairman says — AI-driven shortage will persist until at least 2030
1w agoIntel Crescent Island "Xe3P" GPU Scales To 480 GB of "Cost-Optimized" LPDDR5X Memory, Beating NVIDIA Rubin & AMD MI450X With Highest Capacity
1w agoMicron Makes a Bold Bet to Expand Memory Production, Striking a Massive Fab Acquisition Deal With Taiwan’s Powerchip to Combat Shortages
…Related Story Micron Warns Memory Crunch Will Outlast 2026 as AI Demand Outpaces What HBM, DRAM and NAND Can Supply This strategic acquisition of an existing cleanroom complements our current Taiwan operations…
DDR4 Memory Is Back from the Dead, But Manufacturers Are Looking to Milk the Shortage by Delaying the Phase-Out Cycle
…disrupted the memory supply chain to the point where manufacturers are now unable to cope with the demand from the AI industry. From general-purpose DRAM products to HBM, the production lines…
Production of DDR4 memory and motherboards is restarting amid unprecedented memory shortages — PC industry preparing for a world without DDR5
…Memory AI data centers are swallowing the world's memory and storage supply The future of DRAM: From DDR5 to future ICs High-bandwidth memory roadmap Here's why HBM is coming…
Memory Manufacturers Now Have a New Threat Looming Over Their Heads, as Failing to Produce in the U.S. Could Trigger a Whopping 100% Tariff
…Related Story Micron Warns Memory Crunch Will Outlast 2026 as AI Demand Outpaces What HBM, DRAM and NAND Can Supply Everyone who wants to build memory has two choices: They can pay…
SK hynix Denies Rumors of Exiting the Consumer Business for Now, but the DRAM Supply Situation Looks Deteriorating With Time
…evident that memory suppliers find it more worthwhile to cater to the demand coming from the AI segment, given the rapidly increasing TAM figures, along with how products like HBM bring in…
Samsung Set to Be Among the First to Feature HBM4 in NVIDIA’s Vera Rubin AI Lineup, Having Reportedly Passed All Verification Stages
…from memory giants, thanks to the innovations it brings to the module. We'll discuss HBM4 in detail ahead, but Samsung has actually managed to 'turn the tables' with its HBM business…
NVIDIA CEO’s “Fried Chicken” Dinners With Samsung and SK hynix Leaders Are What Keep Him Ahead in the Race to Source Memory Products
NVIDIA has been in a race to source DRAM for its AI accelerators and memory products, but the real edge, of course, is Jensen's unique relationships with Korean memory giants. NVIDIA…
Samsung's Memory Business Alone Is Now More Profitable Than Amazon, Meta, And Microsoft, Quietly Becoming One of the Biggest Winners of the AI Race
…high demand from hyperscalers and neoclouds, as memory has become a crucial part of wider infrastructure deployments. At the same time, Samsung's HBM segment and its recent breakthroughs with HBM3E and…
NVIDIA's Rubin Ultra reportedly sticking to a dual-die design instead of a four-die plan
…The original design reportedly included 16 HBM4 memory stacks, around 1 TB of memory capacity, and CoWoS-L packaging. Read more : Future of next-gen HBM: HBM4, HBM5, HBM6, HBM7, and HBM8…