… Intel’s new AI-GPU will be targeted at air-cooled servers and will be a competitor to existing Nvidia and AMD cards in the same target demographic, such as the recently released AMD MI350P with 144GB of HBM3E and the Nvidia H200 NVL with 141GB of HBM3. …
… EMIB-T, which adds through-silicon vias to the bridge for HBM4 compatibility and higher bandwidth, is expected to enter production fab rollout this year . …
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
… In China, Huawei's Ascend 910C SMIC 7nm, roughly 800 TFLOPS FP16, 128GB HBM targets 600,000 units in 2026 but faces yield challenges at around 20%. Cambricon, meanwhile, plans to triple output to 500,000 chips. …
… The company believes that structurally preventing thermal throttling will enable next-generation memory layers targeted for future generations like HBM5 to scale to higher stack heights and sustain maximum data transfer speeds under the heavy computational loads of AI data centers. “iHBM is the opt… …
… The warning arrives as memory manufacturers increasingly prioritize high-bandwidth memory HBM , the specialized memory used in AI accelerators from companies such as Nvidia and AMD. …
… Intel has said EMIB-T supports HBM3, HBM3E, HBM4, and future HBM5 stacks and scales to a 120mm x 180mm package carrying more than 38 bridges and over 12 reticle-sized dies. …
… Each chiplet contains four HBM domains and four DDR domains; there are 16 NUMA domains per processor. HBM access is highly sensitive to locality, whereas DDR memory access is more uniform within a die and is shared between clusters. …
… Memory manufacturers continue to prioritize high-margin server DRAM and HBM production over consumer and mobile applications, and new fab capacity isn’t expected to come online in volume before late 2027 at the earliest . …
… HBM demand for AI accelerators has handed Samsung and SK hynix record operating profits, with profit-linked bonus deals converting that windfall for the companies into bags of cash for workers in the companies’ microchip divisions. …