Leading GPU manufacturer NVIDIA recently unveiled its vision for future AI chip designs featuring silicon photonics at the IEDM 2024 conference. According to a report from Business Korea, NVIDIA highlighted the potential of silicon photonics for chip-to-chip connections within AI data centers, drawi...

Microsoft has reportedly emerged as the largest buyer of NVIDIA's Hopper this year, with its procurement volume estimated to reach nearly 500,000 units, doubling that of the second-largest buyer, according to Economic Daily News, citing Financial Times. The report from Economic Daily News notes...

Is the DRAM winter really coming? Despite Micron’s sequential doubling of HBM revenue in the previous quarter, weak demand for PCs and smartphones, combined with a DRAM supply glut, continues to weigh on its business, as its second quarter guidance disappoints the market. Micron achieved record...

Driven by downstream applications such as new energy, 5G, and photovoltaics, the third-generation semiconductor industry, represented by silicon carbide (SiC) and gallium nitride (GaN), is rapidly developing. Major semiconductor manufacturers are actively expanding their presence in this sector. At ...

According to a report from Business Korea, Samsung Electronics has started the construction of a test line to enhance the yield of its 7th generation DRAM at the 10nm level. The report notes that as Samsung has been losing its leadership in the DRAM sector, including HBM, this move might be an at...