Search results for HBM4
Industry
Transformer and cable makers eye spillover as Nvidia \'Rubin\' shipments near
Expectations are spreading across the power equipment value chain ahead of Nvidia’s next-generation AI accelerator Rubin shipping in July. Racks built with Rubin require about 1.5 times more power than Blackwell racks and about five times more than Hopper racks, raising forecasts for demand for key grid components such as transformers and cables. Supply constraints have lengthened ultra-high-voltage transformer lead times to about four years. Analysts cite strong hyperscaler capex and rising data-centre electricity use, while noting speculation of delays.
AI & Enterprise
Intel unveils next-generation memory to challenge HBM in AI market
Intel has signalled a structural shift in the semiconductor memory market by promoting Z-angle Memory, or ZAM, a next-generation vertical-stacked memory designed to replace high-bandwidth memory. Intel is set to disclose the technology in an upcoming VLSI Conference paper. The company backs development while Japan-based Saimemory Corporation, a SoftBank subsidiary, leads commercialisation. ZAM is expected to compete with HBM4 intended for Nvidia’s next-generation AI platform.
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.
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Industry
Memory big two near HBM4E race as mass production timing becomes key battleground
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Industry
Samsung Electronics says all HBM capacity sold out, sees 2026 sales tripling
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Industry
Samsung Electronics sees NAND, foundry join AI-driven profit engines
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Industry
Samsung Electronics posts Q1 operating profit of 57.2 trillion won, up 756 percent
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Industry
SK Hynix to overhaul long-term supply contracts to prioritise volumes over price
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Industry
AI HBM capacity investment keeps general-purpose memory shortage until 2027
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Industry
GPU rental rates jump 40 percent in six months as HBM, DRAM shortages deepen
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Industry
Memory big two poised for Q1 earnings surprise, step up business overhaul
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Industry
SK Hynix sets goal of 100 trillion won in net cash, pursues U.S. listing in second half
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Industry
From GPUs to factory floors, Nvidia redefines manufacturing landscape
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Industry
GTC 2026 Samsung Electronics booth draws 1,500 visitors in two days
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Industry
Samsung Electronics signs AI memory deal with AMD to supply HBM4 first
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Industry
Samsung Electronics activates three pillars of AI growth drivers
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Industry
Samsung Electronics vice chairman vows to lead AI transition to reach 1,000 trillion won market value
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Industry
AMD CEO Lisa Su to hold series of meetings with Samsung Electronics chairman and executives