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SK Hynix Was Already Planning To Double Memory Capacity Before Jensen Huang Scribbled ‘Please Make More’ On A Wafer
Report: China Closes HBM Gap With Korea To Just Three Years As CXMT Hits Technology Parity On HBM3
Tomb Raider: Legacy of Atlantis is the Latest AAA Game Made With GenAI Tools in an “Early Exploration” Development Phase [Update]
Memory Giants Gain Pricing Power Over AI Firms as DDR5 RDIMMs Beat HBM Profitability, Setting Stage for 2027 Hikes
‘The Genie Is Out of the Bottle’: Ex-Ubisoft Director Clint Hocking Says AI in Games Is Inevitable, Pushes Back Fears
Update: MediaTek Says Intel & TSMC Are Crucial Partners For Packaging
Intel’s EMIB-T Packaging Pulls Two More Taiwanese Suppliers Into Google’s TPU Orbit as TSMC’s CoWoS Strains
Intel Crescent Island “Xe3P” GPU Scales To 480 GB of “Cost-Optimized” LPDDR5X Memory, Beating NVIDIA Rubin & AMD MI450X With Highest Capacity
NVIDIA Vera Rubin Enters Full Production, Ready To Bring The Full Force of NVIDIA’s AI Might To Agentic AI Factories
Sharp Memory Price Jumps Will Be Felt More Severely In Dell’s PC, Server Markets In Coming Months, Says Bank
FuriosaAI Ditches GPU Playbook For 2nm Broadcom-Built Inference Chip, Claims HBM4/E Bandwidth Beats Even The Most Efficient GPUs
Micron Warns Memory Crunch Will Outlast 2026 as AI Demand Outpaces What HBM, DRAM and NAND Can Supply
NVIDIA CFO Teases Rivals Caught Off Guard by Memory Shortage, Says Her Firm Knew Prices Would Soar
NVIDIA’s Vera CPUs Set to Outrun Intel and AMD x86 Chips by 1.5x at Computex 2026, Analysts Predict
AMD Invests $10 Billion In Taiwan as Helios AI Racks With Venice EPYC & MI450X Head Toward Multi-Gigawatt Deployments
NVIDIA Expects Zero Revenue From China Even As Its Export-Locked H200s Are Approved For Sales
AMD Claims Leadership Tokens/$ With Its Ryzen AI Halo Dev Platform, Tackles NVIDIA’s Spark at $3999 & Pays For Itself Within 6-Months
NVIDIA Loses Ground With AI Engineers as Cooling and Power Costs Push Hyperscalers Toward Custom ASICs, Evercore Warns
Alibaba Targets NVIDIA’s Hopper With Zhenwu M890 AI Chip, Claiming 3x The H20 Performance, 144GB HBM3 & A Roadmap Through 2028
Intel’s Crescent Island PCB Leaks, Showing a Massive Xe3P GPU, 16-Pin Connector, 160GB LPDDR5X as Intel Sidesteps the HBM Shortage
NVIDIA Hand-Delivers First Vera CPUs to Anthropic, OpenAI, SpaceX and Oracle as Grace’s Successor Powers the Agentic AI Era
NVIDIA Blackwell Costs Twice As Much As Google And Amazon’s Custom AI Chips, Yet Morgan Stanley Says It’s Worth It
Ex-Samsung Chip Boss Says China’s DRAM Blitz Could Crush The 414% DDR5 Price Spike Within A Year
NVIDIA’s Rubin AI Platform Alone Will Devour More LPDDR Memory in 2027 Than Apple and Samsung Combined, Starving Smartphone Supply
NVIDIA’s Rubin Ultra Could Hand Intel a Lifeline as UBS Flags EMIB-T Packaging for 4-Chip Variant
TSMC’s AI Dominance Isn’t Under Threat By Intel Due To Key Raw Material Production, Says Citi
TSMC’s AI Windfall Is Pushing Apple Out, And Cupertino Is Turning To Intel’s 18A-P Before It Loses Bargaining Power
China’s Largest Retailer, JD, Is Selling Banned NVIDIA RTX 5090 & RTX PRO 6000 Blackwell GPUs, But These Are Definitely Smuggled
Agentic AI Is Pulling CPUs Back Into the Spotlight, and Major Supplier’s Substrate Order Book Proves It
NVIDIA Says Five-Year-Old GPUs Are Aging Like ‘Fine Wine,’ As Prices Climb Due To Growing AI Demand
NVIDIA Silently Builds an Orbital AI Empire With 5 Partners, Racing Elon Musk to Put Datacenters in Space
NVIDIA’s Vera CPU Locks In CoreWeave, Meta, Oracle and Alibaba as Early Buyers, Opening a Multi-Billion-Dollar Front Beyond Rubin Racks
Sipeed Crams 32GB LPDDR5 and a 60 TOPS NPU Into a Compact RISC-V Board That Hits 15 Tokens/s on Qwen-3.5 35B AI LLMs
Sony Doubles Down on AI in PlayStation Studios, but Insists Human Creators Won’t Be Replaced
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