KIOXIA announces a brand-new type of SSD, and it's a game-changer for AI
…What makes it new is that it allows the GPU to access the SSD's high-speed flash memory as an extension of existing High Bandwidth Memory (HBM) in AI systems. 2…
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AMD warns DDR5 prices won't recover until 2028 as AI demand continues pulling supply away from consumers
…AMD expects DDR5 memory prices to remain high until around 2028 due to AI-driven demand shifting supply toward HBM and reduced DDR4 production. New DDR5 capacity expansions by Samsung, Micron, 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…
Samsung discloses its Q1 2026 earnings with a 48x growth in semiconductor operating profit
…The reason for this switch-up is that conventional DRAM prices are negotiated over much shorter time frames, while HBM memory is locked to its yearly cycle. Samsung's profits are also…
NVIDIA updates roadmap, with new details on its next-gen GPU 'Feynman' coming in 2028
…In 2028, the Feynman GPU will introduce advanced 3D stacking, custom HBM memory, and new components, advancing AI infrastructure and integrated systems. NVIDIA has updated its data center roadmap for its GPU…
Global memory shortage expected to get worse before it gets better
…High-bandwidth memory (HBM), critical to AI accelerators and data centers, has become a top priority for manufacturers. As a result, traditional DRAM used in consumer devices, such as PCs, smartphones, and…
Google's AI hardware push could challenge NVIDIA's dominance
…Microsoft's Maia 200 AI accelerator has 216GB of memory, outperforms Amazon and Google chips Read more : Marvell unveils its new custom HBM compute architecture to optimize cloud AI accelerators Additionally, the…
TSMC can't keep up with AI chip demand, with shortages projected to last beyond 2027
…The primary driver of this insatiable demand is, as you guessed, AI hardware, including GPUs (Nvidia/AMD), CPUs, and HBM (High Bandwidth Memory). This demand from NVIDIA, AMD, Intel, and even automotive…
DRAM prices to increase by up to 63% in Q2, NAND Flash by up to 75%, new report says
…GDDR6 and GDDR7 memory for PC gaming graphics cards are only being allocated "limited capacity," which means higher prices and scarcity in the months ahead. The AI arms race won't only…
TikTok owner ByteDance to join AI chip race with its custom in-house CPUs
…Similar News Stories Huawei is shipping its Ascend 910C AI Accelerator to NVIDIA customers in China SK hynix has major HBM order to Broadcom: which is making AI chips for Google, Meta…