Micron Technology is emerging as a frontrunner in the AI-driven memory supercycle, with surging demand for its DRAM and HBM products driving record revenue and margin expansion. Strategic customer agr…
Modern GPUs spend most of their time during AI inference waiting for data, as memory bandwidth cannot keep pace with compute throughput. This fundamental bottleneck has driven the AI hardware market, …
SK hynix on Tuesday unveiled iHBM, a new high bandwidth memory technology that embeds a proprietary cooling element directly inside the HBM package to reduce heat generation in AI computing environmen…
Memory's share of AI chip component costs rose from 52% to 63% between Q1 2024 and Q4 2025, according to an analysis of Nvidia, AMD, Google, and Amazon chips. Total component spending on AI chips grew…
According to a leaked image of Intel's upcoming "Crescent Island" AI GPU, the chip features a massive Xe3P core and bypasses the ongoing global HBM shortage by utilizing 160GB of LPDDR5X memory instea…
Cerebras Systems has secured a 750MW compute deal with OpenAI, positioning the company for its upcoming IPO as demand for fast token generation surges. The wafer-scale chip maker's speed advantages, p…