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Industry

GPU standalone era may end as integrated design determines AI chip performance

The focus of competition in AI chips is shifting from standalone GPUs to integrated CPU-GPU designs that package processors and memory to optimise data flow. U.S.-listed CPU makers Intel and AMD have surged, reflecting rising demand for CPUs and DPUs as inference and agentic AI workloads expand. Nvidia is also pushing CPU offerings and tighter CPU-GPU integration, while memory is becoming a core component. The trend could benefit South Korean memory makers SK Hynix and Samsung Electronics.

Industry

Rebellions to work with Arm, SKT on sovereign AI inference infrastructure

AI chip startup Rebellions said on April 10 it will work with Arm and SK Telecom to jointly enter the market for sovereign AI and carrier-focused data center inference infrastructure. The companies will develop AI servers combining Arm data center CPUs and Rebellions AI chips and verify operations at SK Telecom\'s AI data center. They also plan hardware integration and joint software development, and will seek commercialization opportunities after technical validation.

Industry

Chip prices set to rise again amid supply shortage and higher oil costs

DRAM contract prices are expected to surge 90 to 95 percent in the first quarter from the previous quarter, after TrendForce raised its forecast. PC DRAM is projected to rise more than 100 percent, while server DRAM is seen up more than 60 percent. NAND flash forecasts were also lifted. The report cites tightening supply as AI server demand shifts capacity toward DDR5 and HBM3e, while a rise in oil prices adds cost pressure that could extend into the second half.