China's domestic memory manufacturers are rushing to produce HBM chips, but the biggest DRAM maker has run into roadblocks with HBM3 tech. CXMT Is Reportedly Struggling With Its HBM3 Development & Has Delayed The Project To 2H 2026, A Cause of Concern for China's Domestic AI Markets The AI market in China is booming at an incredible pace, led by Huawei and several other chipmakers. Despite facing strict bans on advanced chip production, the AI market has endured, & domestic DRAM makers are now sampling their very first HBM3 solutions, which will be coupled with the latest AI chips. At […]

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Samsung will be rolling out a new HBM memory design every new year instead of two as it tries to catch up with rising AI demands. AI Super Cycle Pushes Samsung To Move From 2-Year HBM Memory Development Cycle To 1-Year HBM is an integral part of various accelerators that are powering the AI ecosystem. Samsung is one of the vital players in the HBM and DRAM segment, & aims to shorten its development cycles drastically to align itself with the growth trajectory in the AI segment, reports Korean outlet Busan. For years, Samsung has been developing new HBM standards […]

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Recent chatter suggests that AMD has secured a major AI customer deal with its upcoming Instinct MI450 GPU accelerators. Supply Constraints Push Anthropic To Sign A Major Deal With AMD, Will Be Leveraging Next-Gen Instinct MI450 GPUs Given the tightness surrounding the industry's supply chain, major AI players are looking to fulfill their infrastructure requirements from various firms. AMD is aware of this opportunity and has already hinted at multiple "Open-AI" scale customers that are lined up for its existing and upcoming Instinct AI accelerators. The company has OpenAI & META already onboard, with the latter signing a 6 Gigawatt […]

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