| Mobile Web

Search results for Dram

Industry

Samsung Electronics\' turnkey strategy aims to reverse market share in HBM4

Samsung Electronics is moving to counter rivals in the next-generation high-bandwidth memory market by bringing base die production in-house. As HBM4 increasingly requires foundry processes on the base die, Samsung is highlighting its ability to combine design, foundry and packaging in a turnkey approach. The company has signed an MOU with AMD for primary HBM4 supply and is discussing broader cooperation with Nvidia, while challenges such as wafer warpage and low yields remain.

Crypto

AI-driven memory chipflation may pose short-term headwind for bitcoin

A shortage of memory semiconductors driven by expanding AI demand could become a new source of inflation pressure and weigh on the bitcoin market in the short term, an analysis showed. Binance Research said memory chips could join energy and food as a structural inflation factor as AI data centres absorb high-performance memory. It said supply may not catch up despite capacity growth, potentially delaying U.S. rate cuts and creating headwinds for liquidity-sensitive assets.

AI & Enterprise

AMD acquires AI data centre memory optimisation startup Mext

AMD said on June 15 it has acquired data centre memory optimisation startup Mext. AMD plans to respond to AI data centre memory supply constraints and raise customer system efficiency to lower operating costs. Financial terms were not disclosed. AMD said Mext’s technology can speed deployment of large-scale AI workloads and improve use of existing infrastructure. Mext specialises in AI-native memory tiering that shifts infrequently used data from DRAM to NAND flash storage.