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2025-03-19

[News] Amazon Reportedly Slashes Prices on Trainium-powered AI Servers to Take on NVIDIA

According to Economic Daily News, citing The Information, Amazon Web Services (AWS) is adopting a price-cutting strategy to persuade customers to switch to its own Trainium AI chip-powered servers instead of the more expensive NVIDIA solutions. As noted in the report, a long-time AWS cloud servic...

2025-03-19

[Insights] Memory Spot Price Update: DDR4 & DDR3 Prices Rise Amid Strong DDR5 Rebound Led by SK hynix

According to TrendForce's latest memory spot price trend report, regarding DRAM, DDR4 and DDR3 demand remains relatively weak, but their spot prices are rising alongside DDR5's rebound. As for NAND flash, prices have stabilized, but the spot market sees the increase as driven by production cuts rath...

2025-03-19

[News] SK hynix Delivers World’s First 12-Layer HBM4 Samples, Gearing up for Mass Production in 2H25

With SK hynix reportedly securing exclusive 12H HBM3E supply to NVIDIA’s GB300 AI chip, the South Korean memory giant has now come up with more good news. According to its press release, the company has shipped the world’s first 12-layer HBM4 samples to major customers. Leveraging its HBM exp...

2025-03-19

[News] GTC 2025: NVIDIA Unveils More on Rubin GPUs, Announces Feynman for 2028 in Roadmap Update

According to a TechNews report citing Tom’s Hardware, NVIDIA revealed updates to its data center roadmap for 2026 and 2027 at GTC 2025. The announcement outlined the planned configurations for the upcoming Rubin and Rubin Ultra. Here are some key details we currently know about them. First, the...

2025-03-19

[News] NVIDIA Teams up with TSMC for Silicon Photonics Switches, Expected in 2025-26

At GTC 2025, NVIDIA unveiled Spectrum-X and Quantum-X silicon photonics switches, scaling AI factories to millions of GPUs while cutting energy and costs. Taiwan’s supply chain plays a key role, with TSMC’s COUPE (Compact Universal Photonic Engine) integrating 65nm electronic and photonic ICs in...

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