Latest about HBM
HBM undergoes major architectural shakeup as TSMC and GUC detail HBM4, HBM4E and C-HBM4E
Premium HBM memory evolves with demand.
Micron plans $9.6 billion HBM fab in Japan as AI memory race accelerates
Micron is preparing a major expansion of its Hiroshima operations to build a dedicated high-bandwidth memory facility, according to a report by Nikkei Asia.
Chinese memory maker reportedly preparing for $42 billion IPO
CXMT is reportedly planning to go public, hoping to raise $2.5 to $6 billion in fresh funds.
Phison CEO claims NAND shortage could last a staggering 10 years
AI profits are changing the landscape of storage and memory, perhaps fundamentally
New 3D-stacked memory tech seeks to dethrone HBM in AI inference
HBM may soon be edged out in some use cases
Kioxia’s new 5TB, 64 GB/s flash module puts NAND toward the memory bus for AI GPUs
Latency remains a question.
How the AI revolution is triggering a hardware arms race and pushing up prices
Premium Tech giants and hyperscalers are paying billions to build out large data centers for AI, creating supply chain bottlenecks and intense competition for technological dominance.
Huawei releases new tool to get Chinese firms around crushing HBM export blacklist
Huawei's attempt to free China's tech market from relying on HBM may be a big swing towards Chinese tech independence
