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Industry
HBM supply hits limits as memory race shifts from bandwidth to utilisation
Limits on expanding high-bandwidth memory are pushing the memory industry to focus on improving resource utilisation in AI servers rather than boosting bandwidth alone. With only about 50 to 60 percent of installed server memory used for computation, companies are pursuing technologies to pool and reallocate capacity, including CXL, PIM and high-bandwidth flash. Supply constraints and rising costs reinforce the shift toward a tiered memory approach combining different memory types.
Industry
FuriosaAI to build 15 MW data centre in Sweden with RNGD
FuriosaAI said on Tuesday it will join U.S. AI infrastructure company I/ONX HPC and data centre developer and operator Velox in a project to build a 15 MW AI data centre in Stockholm, Sweden. The first 2 MW phase is set to start operating in early 2027, with another 8 MW added within the year and a longer-term expansion to 15 MW. FuriosaAI will supply 1,800 RNGD accelerators in phase one.
Industry
AI bottleneck shifts to servers, pushing faster eSSD testing
Investment in AI data centres is expanding from high-bandwidth memory to enterprise SSDs, with prices for 30TB to 64TB drives up more than 50 percent. As capacity and NAND layers rise, burn-in and final tests take longer and inspection becomes a bottleneck, driving demand for higher-parallelism, PCIe 5.0-capable equipment. New testing needs are also emerging around CXL 2.0 memory pooling and switching, prompting shipments of dedicated testers.
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Industry
FuriosaAI teams up with Equinix to target European AI infrastructure market
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AI & Enterprise
Synology announces active-active NVMe enterprise storage PAS7700
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Mobility
Tesla Semi has cost advantage over diesel trucks, saves 600 million won over 10 years
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AI & Enterprise
AI data centre power surge solution found, fierce race for next-generation DC power grids
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Industry
Taiwan semiconductor fabs: 68 percent face equipment compatibility bottlenecks, opening door for South Korean suppliers
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Industry
Intel launches first 18A process-based processor