Scaling the Memory Wall: The Rise and Roadmap of HBM
… China: CXMT & Huawei HBM Export restrictions ban the transfer of all raw HBM stacks into China; however, chips with HBM can still be shipped as long as they don’t exceed the FLOPS regulations. …
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Top stories
Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck
… By no means should HBM be allowed to be shipped into China . Production of AI chips over the next few years is heavily gated by CXMT's ramp and foreign shipments of HBM. There is very strong incentive to find ways to ship HBM into China. …
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
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
Samsung Postpones HBM5E Memory Production Indefinitely After D1d DRAM Yields Fall Short of Internal Targets
… It is expected to be used by HBM5E , the 9th Gen HBM solution from the Korean semiconductor company. The 1c DRAM is currently being used across three generations of HBM products, including HBM4, HBM4E, and HBM5 . …
"Samsung is Back in the HBM Race", Says Co-CEO, as the Korean Giant Is Poised to Reclaim Its Lost Dominance with HBM4
… Read all comments on “Samsung is Back in the HBM Race”, Says Co-CEO, as the Korean Giant Is Poised to Reclaim Its Lost Dominance with HBM4
Another Giant Leap: The Rubin CPX Specialized Accelerator & Rack
… As these chips are based on the consumer Blackwell GPU die, those chips only have 20% of the FLOPS as their HBM-enabled big brother, the B200. …
The Tables Are Turning for Samsung in the HBM Market, as It Has Now Overtaken Micron After Recent HBM3E & HBM4 Breakthroughs
… Read all comments on The Tables Are Turning for Samsung in the HBM Market, as It Has Now Overtaken Micron After Recent HBM3E & HBM4 Breakthroughs
Rebellions eyes global expansion with rack-scale AI platform
… SK Hynix and Samsung are the largest suppliers of HBM in the world. Last we heard, Rebellions was sourcing its HBM from Samsung, but in a pinch it shouldn't have to fight that hard to get SK Hynix to kick in some capacity. …
Memory Shortages Are Actually So Terrible That Samsung Is Shifting HBM Production Towards DDR5
… DDR5 is now contributing more profit to Samsung than HBM3E, and future quarterly price increases could push modules toward US$500. …
AI boom pushes Samsung to $1T | TechCrunch
… Every company building AI right now needs chips, and Samsung makes the memory chips that power those AI systems. …