HBF isn’t a straight drop-in replacement for HBM, but it does share the same electrical interface, so will only require minor protocol adjustments, according to Sandisk. In another slide, a GPU ...

Selling Micron Technologies in the current environment isn't sensible due to its strong US manufacturing footprint and ...

TL;DR: NVIDIA announced its next-gen Feynman GPU architecture, set to debut in 2028 with "next-gen HBM" memory, succeeding Rubin and Blackwell. Named after physicist Richard Feynman, it will use ...

Taiwan Semiconductor Manufacturing Company (TSMC) is reportedly working with Nvidia to develop next-generation GPUs utilizing advanced chiplet technology. This collaboration is expected to play an ...

Micron has become a third – and now significant – supplier for the HBM stacked memory that is used with GPU and other kinds of AI accelerators. Significantly, Micron’s eight-high HBM3E stacks are used ...

SK hynix will have supply of next-gen HBM4 and HBM4E memory later this year, with the South Korean memory giant ready to ...

ASML: The Key Bottleneck In The Global Semiconductor Supply Chain In my view, the rapid increase in memory per GPU will be one of the most important growth vectors for HBM demand. For example ...

Micron's shares fell 8% on Friday, as its dour margin forecast took the shine off a robust quarterly revenue outlook driven ...

SK Hynix Inc. has snatched the crown from Samsung Electronics Co. to become the world’s largest memory chip supplier for the ...