TL;DR: Samsung is shifting DRAM production from HBM3/E modules to high-margin DDR5 RDIMM memory due to intense HBM market competition and soaring DDR5 prices. This strategy reallocates 80,000 wafers ...
It looks like Samsung may be partnering up with Nvidia. Samsung Electronics said on Friday it is in “close discussion” to supply its next-generation high-bandwidth memory (HBM) chips, or HBM4, to ...
What just happened? SK Hynix says it has already sold out next year's supply of its key semiconductor products, driven by intense demand for high-performance memory chips for artificial intelligence ...
Micron Technology, Inc. stock is at an all-time high, up +90% YTD, and the fiscal Q4 report confirms that there is more upside to come with HBM to thank. MU's revenue from HBM and server DRAM grew ...
Abstract: The proliferation of machine-learning workloads has accelerated the demand for higher memory bandwidth in modern systems. HBM DRAM was developed to break through the system-performance limit ...
Neo Semiconductor X-HBM architecture will deliver 32K-bit wide data bus and potentially 512 Gbit per die density. It offering 16X more bandwidth or 10X higher density than traditional HBM. NEO ...
👨🔬 I'm a Nuclear Engineer with 10+ years of experience in nuclear power — from engineering ⚙️, operations ⚡, maintenance 🔧, emergency response 🚨, to capital projects 💰. I don’t know everything, ...
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