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Tesla emerges as surprising rival to AMD and Nvidia in quest to grab next-gen HBM4 memory for AI and supercomputers
HBM4 chips poised to power Tesla's advanced AI ambitions Dojo supercomputer to integrate Tesla’s high-performance HBM4 chips ...
Huawei looks set to launch a new server chip with HBM technology to challenge Xeon and Epyc; yes, that's the same memory powering AI GPUs from Nvidia and AMD
Huawei may be adding HBM support to Kunpeng SoC Clues hint at a replacement for the Kunpeng 920, launched in 2019 New SoC ...
AMD and Micron Are Top Analyst Picks for AI and Next-Gen Tech Growth
Rosenblatt polled its analysts for top picks in first half of 2025: AMD and Micron. AMD has potential for double-digit market ...
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A $100bn tech company you've probably never heard of is teaming up with the world's biggest memory manufacturers to produce supercharged HBM
HBM is fundamental to the AI revolution as it allows ultra fast data transfer close to the GPU Scaling HBM performance is difficult if it sticks to JEDEC protocols Marvell and others wants to ...
CNN24d
What is high bandwidth memory and why is the US trying to block China’s access to it?
HBM chips are commonly used in graphic cards ... and Advanced Micro Devices (AMD). “The processor and the memory are two essential components to AI. Without the memory, it’s like having ...
腾讯网7d
AMD MI300X被指存在软件缺陷，使用体验远不如英伟达
12月24日消息，半导体研究机构Semianalysis在进行了5个月的调查后发现，AMD最新的AI芯片MI300X因为存在重大软件缺陷，导致性能不如预期，难以撼动英伟达（Nvidia）的市场主导地位。Semianalysis在研究报告中指出，虽然M ...
Yahoo Finance8d
AMD and Micron Are Top Analyst Picks for AI and Next-Gen Tech Growth
AMD is one of Rosenblatt’s top picks for the ... In particular, the analyst liked Micron’s HBM opportunity, where the trade ratios are 3-to-1 to DDR5 and moving to 4-to-1 with the move to ...