HBM prices could double by 2027 on surging AI demand, DigiTimes reports Stock Market News · 07-10 21:41
Researchers turn HBM on its side to tackle AI memory’s heat wall — Korean V-Die and Japanese MOSAIC designs promise higher bandwidth, denser stacks, and cooler future GPUs Tom's Hardware · 07-10 20:40
JEDEC releases new SPHBM4 standard to slash AI memory costs — Narrow 512-bit interface enables dropping expensive interposers for organic substrates Tom's Hardware · 07-09 00:03
Intel patent reveals new XBM memory architecture that ditches HBM's costly silicon interposer — backend-transistor DRAM stack uses UCIe links and built-in repair to ease AI's memory bottleneck Tom's Hardware · 07-07 19:00
Inside the history of DRAM price-fixing lawsuits — how HBM allocations could make a difference after two decades of failed cases Tom's Hardware · 07-03 23:13
Samsung, SK Hynix stock targets lifted at Barclays on robust HBM demand Stock Market News · 06-29 23:33
South Korea unveils $520 billion investment plan with Samsung and SK Hynix to expand memory chip dominance — plan includes four new fabs and HBM facilities, amid strong government support Tom's Hardware · 06-29 23:12
Samsung, SK hynix, and Micron sued over alleged DRAM price fixing amid record memory costs — lawsuit claims coordinated HBM shift was cover to curtail DDR3 and DDR4 production Tom's Hardware · 06-29 22:18
Sophon PFG-1: a monolithic-3D AI ASIC with 330 GB of on-die DRAM and no HBM Hacker News · 06-29 10:23