HBM4e

Analyst estimates from BofA Global Research and Morgan Stanley project an NVIDIA Rubin Ultra rack costing nearly $21 million, with HBM4e memory alone accounting for about $1.5 million per rack. The fi…

South Korean AI silicon startup Rebellions is prioritizing memory-centric architecture in its technology roadmap, leveraging strategic ties with SK Hynix and Samsung Foundry as it explores IPO options…

Broadcom added South Korea's FuriosaAI to its roster of partners building AI accelerators on Broadcom's packaging and networking technology. FuriosaAI claims its third-generation processor will be fab…