With NVIDIA’s green light on 12-layer HBM3e, Samsung is ramping up its push into the HBM4 race. Shortly after revealing impressive HBM4e specs with per-pin speeds exceeding 13 Gbps, the memory giant is reportedly set to unveil HBM4 at its 2025 Samsung Tech Fair, taking place October 27–31 at t...

According to MICROLED-info, sources indicate that Meta has begun collaborating with ams OSRAM to co-develop microLED technology. As the report notes, Meta’s Reality Labs has established a microLED R&D team in Regensburg, located near ams OSRAM’s main microLED research and production hub. Met...

Is the AI bubble about to burst? The question has sparked increasing concern. According to Financial Times, AI hardware poses a striking paradox — it’s extremely costly to buy but cheap to rent. The report notes that when NVIDIA’s B200 GPU debuted in late 2024, it likely sold for around $50...

According to Nikkei, major U.S. tech companies are reportedly accelerating efforts to lessen their dependence on China. Sources indicate that Microsoft aims to produce most of its upcoming products outside the country as early as next year, while Amazon Web Services is extending its supply chain div...

After unveiling its first major in-house 18A product, Panther Lake, last week, Intel is renewing its push into the AI chip market following the limited success of its earlier Gaudi series. As announced at the OCP 2025 Global Summit and reported by Tom’s Hardware and Reuters, the company’s next-g...