HBM4

Qualcomm spends $4B on Modular to loosen Nvidia's AI grip
AI Silicon

Qualcomm spends $4B on Modular to loosen Nvidia’s AI grip

Qualcomm's near-$4B bet on Modular keeps the AI software startup independent while chasing an open, multi-silicon stack.

Quantum advantage claim survives eight months of scrutiny

Quantum advantage claim survives eight months of scrutiny

Samsung foundry engineers defect to SK Hynix over bonus gap

Samsung foundry engineers defect to SK Hynix over bonus gap

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Memory & Storage

Samsung memory boom delivers 99.7 percent of Q2 profit as chip prices climb

Memory & Storage

Record SK Hynix quarter still fails to calm AI memory skeptics

Rising HBM4 costs are forcing Nvidia to pare back the memory configuration on its next-generation Vera Rubin AI platform, cutting SOCAMM capacity per CPU in half.
Memory & StorageProcessors

Memory cost pressure forces Nvidia to cut Vera Rubin SOCAMM capacity in half

SK Group deepens AI memory pact with NVIDIA across factories and HBM4
Memory & Storage

SK Group and NVIDIA seal $500B-plus pact for AI factories and HBM4 memory

SK hynix hires US engineers for 3D-stacked DRAM-on-Logic targeting on-device AI
Memory & Storage

SK Hynix San Jose job ads hint at on-device AI memory partner

Memory & Storage

SK Hynix hybrid bonding push signals next phase of HBM packaging race