… On HBM specifically, Samsung said it began mass-production sales of HBM4 for NVIDIA's Vera Rubin platform in February and is on track to more than triple HBM revenue this year versus last. …
… The targeted production lines in the strike are for HBM, LP DDR5, and some custom logic production. …
… The amount of money being poured into GPUs, HBM, fabs, datacenters, power infrastructure, and land is insane. …
… B70: 32 Xe2 cores 4,096 FP32 , 32 GB GDDR6, 256-bit bus, B65: 20 Xe2 cores 2,560 FP32 , 32 GB GDDR6 Possibly 300 W TDP Arc Pro B70 launched March 25 at $949.99, retail April 24 Consumer Arc B770 gaming GPU status unclear with Xe3P skipping gaming NVIDIA Vera Rubin updated Release Date: 2026 Six mon… …