The previously elusive NVIDIA data center GPU, H100, has seen a noticeable reduction in delivery lead times amid improved market supply conditions, as per a report from Tom's Hardware. As a result, customers who previously purchased large quantities of H100 chips are reportedly starting to resell ...

The U.S. memory giant Micron Technology has started the mass production of high-bandwidth memory "HBM3e," which will be utilized in NVIDIA's latest AI chips. Micron stated on February 26th that HBM3e consumes 30% less power than its competitors, meeting the demands of generative AI applications...

According to a report from Bloomberg, sources reveal that Israeli firm Tower Semiconductor has proposed a USD 9 billion investment to establish a plant, while India's Tata Group has proposed an USD 8 billion fab. Sources further indicate that both proposed locations for these projects are in the s...

Intel, according to South Korea's media outlet TheElec, is actively promoting its 18A process (equivalent to 1.8 nanometers) to South Korean fabless chip companies. The report cites industry sources revealing that Intel CEO Pat Gelsinger personally engaged with senior executives of these South K...

Currently, the top three leaders—Samsung, SK Hynix, and Micron—in the HBM sector are undergoing unprecedented expansion. Below is an overview of the progress made by each of these giants in the realm of HBM: Samsung: HBM Production to Increase 2.5 Times in 2024, Another 2 Times in 2025 S...