Industry

Bernstein Warns NVIDIA’s Vera Rubin Racks Will Hit $9.1 Million as HBM4 Prices Triple to $53 Per Gigabyte

NVIDIA & SK Hynix Sign Blockbuster “Multi-Year Technology” Partnership: Will Co-Develop Next-Gen Memory For AI Factories

A display model features 'HBM5 Architecture with HPB' emphasizing 'Core Die' and 'Heat Path Block.'

Samsung Teases HBM5 With a New ‘Heat Block Path’ Tech, Mirroring SK Hynix’s iHBM Cooling Play

A close-up of an HBM4E chip next to the text 'HBM4E 48GB' and '32Gb, up to 10 AI at Scale.'

SK Hynix Previews HBM4E Memory at Computex, Cramming 48GB Into a 12-Hi Stack and Pushing Bandwidth to a Record 4 TB/s

YMTC 128L QLC 3D NAND chip resting on an orange circuit pattern background.

NAND Revenue Explodes 3.5x to a Record $46 Billion in a Single Quarter as Agentic AI Starves the PC Market

An Intel Xeon 6+ processor is depicted with the text 'Intel Xeon 6+' and 'intel 18A' on a blue background.

Intel’s 288-Core Clearwater Forest Xeon 6+ Lands on 18A, Claiming 30% Performance & 50% Efficiency Lead Over AMD’s 192-Core EPYC

NVIDIA Confirms Vera Rubin Launch In Q3 With Volume Ramp by Q4, As Blackwell Continues To See Massive Demand

NVIDIA Vera Rubin Enters Full Production, Ready To Bring The Full Force of NVIDIA’s AI Might To Agentic AI Factories

Intel Foundry's Rio Rancho Facility To Become Its Crown Jewel In Production of Next-Gen Glass Substrates

Intel Foundry’s Rio Rancho Facility To Become Its Crown Jewel In Production of Next-Gen Glass Substrates

AMD's Next-Gen Zen 7 "Grimlock" CPUs To Utilize TSMC 1.4nm Process Tech & FOPLP Packaging, Launching in 2028

AMD’s Next-Gen Zen 7 “Grimlock” CPUs To Utilize TSMC 1.4nm Process Tech & FOPLP Packaging, Launching in 2028

NVIDIA's Jensen Huang & AMD's Lisa Su Touch Down in Taipei as Computex Showdown Looms, Showcasing Next-Gen Technologies

NVIDIA’s Jensen Huang & AMD’s Lisa Su Touch Down in Taipei as Computex Showdown Looms, Showcasing Next-Gen Technologies

Intel Clearwater Forest "Xeon 6+" CPUs Deep-Dive: Up To 288 Darkmont E-Cores, 576 MB Cache, 18A With Foveros D3D + EMIB 2.5D

Intel Xeon 6+ “Clearwater Forest” Enters Mass Production on 18A With 288 Darkmont E-Cores, & 576 MB Cache

AMD's EPYC Venice Becomes Industry's First 2nm HPC CPU To Achieve Volume Ramp As It Races Towards Agentic AI Leadership

AMD’s EPYC Venice Becomes Industry’s First 2nm HPC CPU To Achieve Volume Ramp As It Races Towards Agentic AI Leadership

AMD Has Begun Sampling MI450 GPUs & Also Engaged With Customers On MI500, Largest AI Deployments Are For Inference

AMD Invests $10 Billion In Taiwan as Helios AI Racks With Venice EPYC & MI450X Head Toward Multi-Gigawatt Deployments

A presenter in a black leather jacket holds a large computing board with visible components and circuitry.

NVIDIA’s Vera Rubin Rack Hit With 435% Memory Price Surge, Pushing HBM4 & LPDDR5X Bill to $2M of $7.8M Total

Two smiling men holding a large computer chip with dark circuitry, standing against a colorful cosmic background.

NVIDIA To Become The Worlds Leading CPU Supplier With Vera Hitting $20 Billion Revenue This Year

NVIDIA Confirms Vera Rubin Launch In Q3 With Volume Ramp by Q4, As Blackwell Continues To See Massive Demand

NVIDIA Confirms Vera Rubin Launch In Q3 With Volume Ramp by Q4, As Blackwell Continues To See Massive Demand

Intel CEO Lip-Bu Tan Threatens to Fire Anyone Whose Chip Exceeds B0 Stepping, as 14A's 'Holy Grail' PDK 0.9 Lands October 2026

Intel CEO Lip-Bu Tan Threatens to Fire Anyone Whose Chip Exceeds B0 Stepping, as 14A’s ‘Holy Grail’ PDK 0.9 Lands October 2026

A person in a suit stands on stage with a large semiconductor wafer image displayed behind them, and the word 'Welcome' visible on a screen.

Intel CEO Lip-Bu Tan Calls Foundry a “National Treasure” as External Customers Knock on His Door After 18A Yield Turnaround

NVIDIA Hand Delivers First Vera CPUs, Designed For The Agentic AI Era, to Anthropic, OpenAI, SpaceX & Oracle

NVIDIA Hand-Delivers First Vera CPUs to Anthropic, OpenAI, SpaceX and Oracle as Grace’s Successor Powers the Agentic AI Era

LPDDR Memory Demand For NVIDIA Rubin In AI To Exceed The Combined Demand of Samsung & Apple In 2027

NVIDIA’s Rubin AI Platform Alone Will Devour More LPDDR Memory in 2027 Than Apple and Samsung Combined, Starving Smartphone Supply

A display featuring CXMT LPDDR5X and DDR5 chips highlights specifications such as '12/16Gb' capacity and '10667 Mbps' speed.

Chinese Memory Makers Accelerate DDR5 Development, Reaching 8000 MT/s DRAM Speeds As They Near Samsung, SK Hynix & Micron Levels

Intel Returns To The F1 Racing Pits, Powering McLaren Racing As Its Official Compute Partner

Intel Returns To The F1 Racing Pits, Powering McLaren Racing As Its Official Compute Partner

NVIDIA To Claw Back Lost China Market With H200 Approval After US Curbs Crushed Its 95% Share Down To Nothing

AMD’s EPYC Steamrolls the Server Market With Record 46.2% Revenue Share, Now Commands 30% of the Entire CPU Segment

Multiple yellow cables connected to the back of an NVIDIA server/network device with several ports and connectors visible.

NVIDIA Drains Foxconn’s Entire CPO Rack Supply Ahead of Schedule, Forcing the Assembler to Skip Showcase at Computex This Year

NVIDIA Says Five-Year-Old GPUs Are Aging Like 'Fine Wine,' As Prices Climb Due To Growing AI Demand

NVIDIA Says Five-Year-Old GPUs Are Aging Like ‘Fine Wine,’ As Prices Climb Due To Growing AI Demand

NVIDIA's CEO Jensen Huang Secretly Boards Air Force One for Trump's China Visit, Defying Earlier Reports He'd Skip the Trip

NVIDIA’s CEO Jensen Huang Secretly Boards Air Force One for Trump’s China Visit, Defying Earlier Reports He’d Skip the Trip

NVIDIA Silently Builds an Orbital AI Empire With 5 Partners, Racing Elon Musk to Put Datacenters in Space

NVIDIA Silently Builds an Orbital AI Empire With 5 Partners, Racing Elon Musk to Put Datacenters in Space

TSMC Joins Applied Materials at $5B Silicon Valley Hub to Crack the 3D Transistor Wall Slowing Down Advanced AI Chips

TSMC Joins Applied Materials at $5B Silicon Valley Hub to Crack the 3D Transistor Wall Slowing Down Advanced AI Chips

Samsung's DRAM Division Finally Sees Profitiability After Years of Struggle 1

Korea’s DRAM & NAND Export Statistics Show Massive Bump In Prices Versus Last Month: SSD Prices Up 63%, Memory Up 29%, HBM Up 19%

Elon Musk & Tim Cook To Accompany US President Trump During His China Visit This Week But Jensen Huang Not On The List

Elon Musk and Tim Cook Join US President Trump’s China Trip This Week, Yet NVIDIA’s Jensen Wasn’t On The List

MSG Maker, Ajinomoto, To Raise Prices By 30% As ABF Substrate Supply-Demand Gap Extends To 2027 Due To AI Supercycle

MSG Maker, Ajinomoto, To Raise Prices By 30% As ABF Substrate Supply-Demand Gap Extends To 2027 Due To AI Supercycle

Another Chinese DRAM Maker Breaks Into DDR5 Memory, Mass Producing 64GB RDIMMs as Samsung and SK Hynix Run Dry

Another Chinese DRAM Maker Breaks Into DDR5 Memory, Mass Producing 64GB RDIMMs as Samsung and SK Hynix Run Dry

Silicon Motion CEO Rings The Alarm Bells, Says Memory & SSD Shortages To Drag Into 2028

Silicon Motion CEO Warns Memory & SSD Shortages Will Drag Into 2028 as AI Firms Lock Up Supply Through Long-Term Contracts

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