Deloitte reports that AI demand caused AI server DRAM prices to roughly double in Q1 2026, with a projected fourfold increase for the full year, and the memory chip shortage, dubbed 'RAMageddon,' is e…
Sandisk and SK Hynix are developing high-bandwidth flash (HBF) memory technology that could boost GPU accelerator memory capacity from hundreds of gigabytes to terabytes by stacking NAND flash layers,…
Google released a microbenchmark suite on GitHub to help developers evaluate TPU performance by measuring network, compute, HBM, and host transfer capabilities. The suite establishes a Speed-of-Light …
Micron's new 256GB SOCAMM, built on its 1-gamma DRAM process, targets AI inference workloads by offering three times the power efficiency of standard DDR5 RDIMMs, according to Praveen Vaidyanathan, VP…
AMD's Instinct MI450 GPU achieves 85% of peak HBM bandwidth on attention decode kernels using the Gluon kernel optimization framework, according to a technical guide published by AMD. The MI450 series…
Global semiconductor equipment sales are forecast to reach a record high of $229.5 billion in 2028, driven by increased investment in AI infrastructure, according to a report by SEMI. The industry ass…
NVIDIA's NVLink and NVSwitch technologies form a scale-up fabric that connects GPUs tightly enough to behave as a single machine, contrasting with scale-out fabrics like InfiniBand and RoCE that link …
New Ideas Industrial Co., Limited, a Shenzhen-based semiconductor distributor founded in 2012, offers full-chain supply chain services for AI computing, high-end storage, industrial UAVs, and new-ener…
SK Hynix CEO Kwak Noh-jung warned that 2027 will be the memory industry's worst-ever year for supply shortages, with tight conditions likely persisting beyond 2030, driven by surging AI demand. The wa…
SK Group Chairman Chey Tae-won announced a strategic pivot to Memory-as-a-Service (MaaS), using CXL interconnect technology to sell pooled memory on demand rather than physical chips. The move aims to…
A quantitative scenario analysis of the AI industry from 2026 to 2030 finds that memory scarcity, open-weight models, and inference efficiency gains are restructuring the sector. The study projects a …
Samsung Electronics has begun mass production of the PM1763 enterprise SSD for Nvidia's next-generation AI platform, Vera Rubin. The PCIe 6.0-based drive, using Samsung's ninth-generation V-NAND and a…
A quantitative scenario analysis of the AI industry from 2026 to 2030 finds that memory scarcity, open-weight models, and inference efficiency gains will restructure the sector, with incumbent cost ad…
Memory chipmakers SK Hynix, Micron Technology, and Samsung Electronics are riding a surge in AI-driven demand for high-bandwidth memory, but investors remain skeptical that the industry has broken fre…
SK Hynix's $28 billion American Depositary Receipt offering on Nasdaq was oversubscribed, with underwriters closing order-taking early on July 8. The South Korean memory chip maker's listing taps into…
Micron reported record fiscal Q3 2026 revenue of $41.46 billion and non-GAAP gross margin of 84.9%, driven by AI memory demand, but shares remain volatile as investors question whether memory pricing …
Samsung Electronics reported a 19-fold jump in Q2 operating profit to 89.4 trillion won, driven by surging demand for AI memory chips, but shares fell nearly 8% as investors worry the AI boom may be c…
Samsung Electronics is raising prices on commodity DRAM and LPDDR memory chips by over 20% in Q3 2026, marking the third consecutive quarter of significant hikes. The increases, driven by supply bottl…
Samsung Electronics and SK Hynix pledged 3,200 trillion won ($2.07 trillion) in investments to expand South Korea's memory chip production capacity, betting on sustained AI demand. The plan aims to do…
AMD announced the Versal Premium Gen 2 Memory on Package adaptive SoCs, integrating up to 32 GB of LPDDR5X on-package to provide 288 GB/s memory bandwidth, reducing board area by 60% compared to discr…