… It is claimed that OpenAI's upcoming ASIC will feature the 12-Hi HBM3E technology, and that alone could generate 500K-600K DRAM WPM capacity from 2026 to 2029, which accounts for a massive chunk of the total DRAM production. …
… Related Story Another Chinese DRAM Maker Breaks Into DDR5 Memory, Mass Producing 64GB RDIMMs as Samsung and SK Hynix Run Dry The move by the state-backed chipmaker underscores China's growing urgency to boost its capability to manufacture advanced chips after the U.S. expanded export controls in De… …
… DRAM Contract Prices Have Increased Significantly In the Past Few Quarters, But This Doesn't Bother NVIDIA For Now DRAM shortages have disrupted broader supply chains, affecting segments like AI and consumer markets, but, interestingly, for hyperscalers, there are few options other than buying DRAM… …
… About the author : Muhammad Zuhair is a hardware and technology reporter for Wccftech, specializing in the semiconductor industry and the complex interplay between technology, manufacturing, and geopolitics. …
… About the author : Muhammad Zuhair is a hardware and technology reporter for Wccftech, specializing in the semiconductor industry and the complex interplay between technology, manufacturing, and geopolitics. …
… More importantly, 'large DRAM customers' are reportedly reserving DRAM production lines for two to three years, and this demand comes entirely from the AI frenzy, since not only is HBM demanded from the likes of NVIDIA and AMD, but custom AI chip solutions are also popping up from tech giants, henc… …
… About the author : Muhammad Zuhair is a hardware and technology reporter for Wccftech, specializing in the semiconductor industry and the complex interplay between technology, manufacturing, and geopolitics. …
… And, compared to general-purpose DRAM products, HBM requires relatively more modules onboard, which is why most of the DRAM demand is driven by the AI sector. …
Apple’s A18 Pro from 2024 utilizes TSMC’s InFO-POP Integrated Fan-Out Package on Package technology, meaning that the DRAM sits on top of the die as part of the silicon. …
… In an hour-long podcast, Edward talks about the GPUs, DRAM situation, RDNA 4, and AI stuff, but we found the DRAM aspect particularly noteworthy, as it offers a sense of optimism at a time when market conditions are expected to tighten in the coming months. …