According to a report from ijiwei, citing TechCrunch, South Korean AI chip startup FuriosaAI has secured its first major contract. As the report notes, FuriosaAI announced on Tuesday a partnership to supply its AI chip, RNGD, to LG AI Research. Ijiwei adds that LG will use the chip to power its Exao...

With NVIDIA said to be aiming to procure up to 800,000 SOCAMM units this year, a new battleground is emerging among the top three memory giants. U.S.-based Micron appears to be leading the charge, having reportedly started SOCAMM module production for NVIDIA. Meanwhile, Samsung and SK hynix are acti...

While Goldman Sachs expects HBM prices to decline next year as competition intensifies and pricing power shifts to major customers, the firm also notes that although GPUs will remain the main growth engine, ASICs are set to see even faster adoption in 2026. Building on this, Chosun Biz notes that th...

As NVIDIA and cloud giants like Meta and Google ramp up AI efforts, fueling HBM demand, analysts warn of a possible price dip next year. Citing Goldman Sachs, Economic Daily News reports that rising competition and oversupply could trigger the first HBM price drop in 2026—posing a challenge for ma...

SOCAMM, dubbed “the next HBM"  is beginning to gain traction in the market. According to ITHome, citing South Korean outlet ETNews, NVIDIA is expected to procure between 600,000 and 800,000 units of SOCAMM this year. Wccftech adds that demand is projected to accelerate further in 2026, driven by ...