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AI & Enterprise

Qualcomm unveils \'High Bandwidth Compute\' as HBM alternative, enters AI chip race

Qualcomm is stepping up its return to the data centre AI chip market with a new memory architecture using LPDDR instead of high-bandwidth memory (HBM). It unveiled High Bandwidth Compute and plans to launch its AI250 inference accelerator in mid-2027. Qualcomm says the near-memory design can deliver up to 133TB/s bandwidth and improve bandwidth per watt versus HBM, though some note the comparisons are not like-for-like. It is also strengthening ties with Meta and Microsoft.

Industry

SK Hynix earnings surprise likely as NAND exports surge

Expectations are rising that SK Hynix will deliver a first-quarter earnings surprise, with brokerages forecasting operating profit of about 35.2 trillion won and some estimates as high as 39.6 trillion won. Analysts cite solid server demand, preemptive purchases by mobile and PC clients, and the spread of long-term contracts. NAND results are also in focus, with brokerage estimates pointing to a sharp rise in exports and profitability. SK Hynix reports on April 29.

Industry

SK Hynix launches standardisation of next-generation memory HBF

SK Hynix is moving to establish a global standard for High Bandwidth Flash, a next-generation memory designed for the AI inference era. SK Hynix and SanDisk held a consortium kickoff event in Milpitas, California, and outlined a strategy to standardise HBF under the Open Compute Project. HBF is positioned between high-bandwidth memory and SSD storage, targeting capacity scaling and power efficiency for inference workloads.