While NVIDIA includes its CPU and RAM in its super-speed GPU fabric, AMD may have done something else altogether with its ...
The number of AI inference chip startups in the world is gross – literally gross, as in a dozen dozens. But there is only one that is funded by two of the three biggest makers of HBM stacked memory ...
A total addressable market is a forecast of what will be sold – more precisely, what can be manufactured and sold. It is not a forecast of aggregate demand, which can be even larger as the backlogs ...
Smartphone prices are set to rise significantly in 2026 due to the hidden cost of the AI boom. Demand for HBM server memory is causing a severe production shortage of LPDDR5x (smartphone RAM).
SK hynix invests 19 trillion won in HBM packaging in Cheongju, aiming to control the AI supply chain bottleneck and enhance ...
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