Latest News Analysis
SK hynix to spend $13 billion on the world's largest HBM memory assembly plant amid the worst shortage on record
Premium Company prepares for next-gen HBM4E, HBM5, and HBM5E memory.
AI chip design is pushing advanced chip packaging to its limits
Premium As AI accelerators and HPC devices grow larger and more complex, advanced chip design continues to move away from the transistor and toward the package.
Qwen boss says Chinese AI models have 'less than 20%' chance of leapfrogging Western counterparts
Premium China’s AI sector made a splash this month as a cluster of domestic AI firms raised more than $1 billion through IPOs in Hong Kong.
Deepseek research touts memory breakthrough, decoupling compute power and RAM pools to bypass GPU constraints
Premium Deepseek paper seeks to reduce reliance on GPU compute for basic information retrieval
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
Nvidia refutes reports of HBM4 mass production delay, production 'on track' for the second half of 2025
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.
