Subject


H200


2024-06-20

[News] Micron’s HBM Expansion at Full Throttle: Rumored to Expand in US, Malaysia Also an Option

According to a report from Nikkei citing sources, memory giant Micron Technology is building a pilot production line for advanced high-bandwidth memory (HBM) in the United States and is considering producing HBM in Malaysia for the first time to capture more demand from the AI boom. Reported on J...

2024-06-03

[News] AMD Unveils MI325X, Claiming 30% Faster Computing Power than NVIDIA’s H200

AMD Chairman and CEO Lisa Su unveiled the company's latest AI chip, MI325X, at the opening of Computex Taipei on June 3. She emphasized that the MI325X boasts 30% faster computing speed compared to NVIDIA's H200. According to a report from CNA, Su also announced that AMD plans to release a new gener...

2024-05-29

[News] Rumors Hint at Samsung Losing HBM Edge Due to Talent Shift to SK Hynix; SK Hynix Denies the Claims

Samsung's HBM, according to a report from TechNews, has yet to pass certification by GPU giant NVIDIA, causing it to fall behind its competitor SK Hynix. As a result, the head of Samsung's semiconductor division was replaced. Although Samsung denies any issues with their HBM and emphasizes close col...

2024-04-30

[News] Rumored Sharp Drop in H100 Server Black Market Prices in China Raises Concerns Over Market Stability

The recent rapid downturn in the black market prices of AI servers equipped with NVIDIA's highest-tier AI chip, the H100, in China, has attracted attention, as per a report from Economic Daily News. This fluctuation, triggered by US sanctions, has reportedly prompted concerns about its impact on ove...

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