Weekly Newsletter
Excepteur sint occaecat cupidatat non proident
HBM
Sandisk is plotting to bring HBM empire down; something that could hit Samsung and SK Hynix very hard, very soon
SanDisk unveils High Bandwidth Flash (HBF), a NAND-based alternative to HBM HBF matches HBM bandwidth, offering 8–16x capacity at a lower cost SanDisk...
Lovabledaniels
Nvidia will continue to outrageously dominate HBM allocations with AMD, Intel and Microsoft getting just crumbs in the AI race
Nvidia stays king of AI chips, buying millions of HBM from Samsung in 2026 Google’s TPU push makes it Nvidia’s closest rival for...
Lovabledaniels
Micron wants a bigger slice of the $100 billion HBM market with its 2026-bound HBM4 and HBM4E memory solutions
US semiconductor giant discloses HBM4 product launch in 2026, followed by HBM4E These are likely to be used by Nvidia’s Rubin R100 GPU...
Lovabledaniels
Microsoft backed a tiny hardware startup that just launched its first AI processor that does inference without GPU or expensive HBM memory and a key Nvidia partner is collaborating with it
Microsoft-backed startup introduces GPU-free alternatives for generative AI DIMC architecture delivers an ultra-high memory bandwidth of 150 TB/s Corsair supports transformers, agentic AI,...
Lovabledaniels
A $100bn tech company you’ve probably never heard of is teaming up with the world’s biggest memory manufacturers to produce supercharged HBM
HBM is fundamental to the AI revolution as it allows ultra fast data transfer close to the GPU Scaling HBM performance is difficult...
Lovabledaniels
Huawei looks set to launch a new server chip with HBM technology to challenge Xeon and Epyc; yes, that’s the same memory powering AI GPUs from Nvidia and AMD
Huawei may be adding HBM support to Kunpeng SoC Clues hint at a replacement for the Kunpeng 920, launched in 2019 New SoC...
Lovabledaniels
