SanDisk's new High Bandwidth Flash memory enables 4TB of VRAM on GPUs, matches HBM bandwidth at higher capacity
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SanDisk's new HBF memory combines 3D NAND capacity with HBM-like bandwidth
This hybrid creation stacks up a whopping 16 layers of SanDisk's latest 3D NAND dies using tiny data pipelines called through-silicon vias. There's also a special ...
Samsung HBM roadmap shows Google could become Nvidia's fiercest competitor in AI by 2026, but I wonder what's happening to Microsoft
The HBM space is currently dominated by South Korean memory giant SK Hynix and its chief rival (and neighbor) Samsung, ...
Analysts Pound the Table on Micron Stock Despite Lower Margin Forecasts
Micron (NASDAQ:MU) remains well-positioned to capitalize on the AI boom, but near-term uncertainty reared its head again ...
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Samsung, SK Hynix face new threat as China’s CXMT targets HBM market
China’s leading memory chipmaker, ChangXin Memory Technologies (CXMT), is pushing into the high-bandwidth memory (HBM) market, a move that could disrupt South Korea’s dominance in advanced ...
Money Morning2d
Micron’s AI Surge: The Undervalued Play in the Booming HBM Market
Micron happens to be one of the few major suppliers of HBM chips, thereby allowing it to capitalize on the expanding AI ...
HBF: 4 TByte memory on one GPU
Sandisk wants to pack an extremely large amount of fast flash memory onto GPU accelerators. Large language models would thus ...
Lam Research: Huge HBM Demand Due To Massive AI Infrastructure Buildout
Lam Research is poised to benefit significantly from the AI infrastructure boom. Learn why LRCX stock is a Buy.
Digi Times2d
SK Hynix, Samsung see exports of multi-chip packages fall in January 2025
South Korean memory makers SK Hynix and Samsung Electronics both saw their exports of multi-chip packages (MCP) fall ...
Yahoo Finance8d
Singapore slots itself into the HBM supply chain—key to the AI boom—with a $7 billion Micron investment
Micron Technology, the Fortune 500 memory chipmaker, is breaking ground on a new high-bandwidth memory (HBM) packaging facility in Singapore. The company expects operations to begin next year with ...