Latest News Analysis
Chinese researchers hail breakthrough in DRAM-like cells, which could be used in embedded or 3D stacked memory
Premium Uncertainties make it impossible to evaluate commercial viability
HBM4 mass production delayed as Nvidia pushes memory specs higher
Premium HBM4 memory is now expected to reach volume production no earlier than the end of Q1 2026 due to Nvidia's decision to revise its memory specs upward for its next-gen Rubin GPU platform.
Micron to begin work on $100 billion New York 'megafab' imminently
Premium After numerous delays, Micron is about to start building its $100 billion site in New York to produce 40% of its DRAM output in the U.S. in the 2040s.
Nvidia CEO Jensen Huang explains why SRAM isn't here to eat HBM's lunch
Premium At CES, Jensen Huang was pressed on margins, memory costs, and whether Nvidia’s growing use of SRAM and open AI models might finally loosen the company’s grip on expensive HBM.
Nvidia's focus on rack-scale AI systems is a portent for the year to come
Premium Nvidia's CES keynote was notably not consumer-focused. Instead, the company detailed its booming data center business, with a deeper look at its NVL72 Rubin platform.
China’s GPU cloud consolidates around Baidu and Huawei as domestic AI chips scale up
Premium Domestic AI accelerators, vertically integrated cloud stacks, and a flood of capital are reshaping China’s AI infrastructure market under U.S. export controls.
China’s top chip foundries move to consolidate as Beijing pushes semiconductor self-sufficiency
Premium China’s leading contract chipmakers are pursuing large domestic acquisitions to expand capacity as Beijing doubles down on semiconductor self-sufficiency.
U.S. electricity grid stretches thin as data centers rush to turn on onsite generators
Premium AI companies are turning to gas turbines to run their data centers without grid power.
