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1.
Samsung announces next-gen 3D memory when all we want is reasonably priced DDR5 (engadget.com)
2.
New HBF spec outlines tech that can give GPUs terabytes of extra memory — Sandisk and SK hynix unveil spec with up to 16-Hi NAND stacks, 3 TB/s bandwidth, UCIe (tomshardware.com)
3.
DeepSeek V4 Flash on a Single AMD MI300X (news.ycombinator.com)
4.
MacBook Air reportedly facing major supply shortages due to AI-driven memory crisis (9to5mac.com)
5.
DRAM chip supply to module makers could drop by more than 70% year-on-year in 2027, says Apacer CEO — demand for HBM and server RAM continues to devour manufacturing capacity (tomshardware.com)
6.
Attention Decode on AMD MI450 GPUs: A Gluon Kernel Optimization Guide (news.ycombinator.com)
7.
Chinese memory maker CXMT posts blistering 466% leap in Shanghai IPO — bulk of spending to be focused on DRAM production, no HBM in sight (tomshardware.com)
8.
Meta to use custom AMD Instinct MI400 accelerators with 144GB of HBM4 for select workloads, report claims — could dramatically reduce cost at the expense of versatility (tomshardware.com)
9.
Nvidia details Rubin architectural optimizations for inference – improvements target better performance and efficiency from the GPU to the rack (tomshardware.com)
10.
Q&A with Micron's VP and GM of Memory (news.ycombinator.com)
11.
Historical memory prices 1960-2026 (news.ycombinator.com)
12.
SK hynix files to raise up to $29 billion in historic Nasdaq listing — all proceeds going to advanced AI memory fabs and EUV tool orders (tomshardware.com)
13.
SK hynix passes Samsung as South Korea's most valuable company — memory company surpasses valuation milestone on the back of HBM (tomshardware.com)
14.
Intel's long-lost data center prototype 'Arctic Sound' Xe-HP multi-tile GPU surfaces in new engineering sample — Company's cancelled AI processor features 32GB of HBM2E (tomshardware.com)
15.
I put a datacenter GPU in my gaming PC (news.ycombinator.com)
16.
I Put a Datacenter GPU in My Gaming PC for £200 (news.ycombinator.com)
17.
Samsung's shares surge as much as 6% after company ships next-generation AI memory chip samples (cnbc.com)
18.
SK Hynix is embedding cooling into HBM memory to stop AI chips from overheating (techspot.com)
19.
SK hynix unveils 'iHBM' thermal architecture that cools AI memory at the source — integrated cooling elements inside HBM interface cut thermal resistance by 30%, target next-gen HBM5 accelerators and dense AI data centers (tomshardware.com)
20.
Memory has grown to nearly two-thirds of AI chip component costs (news.ycombinator.com)
21.
Samsung's $400,000 payout for memory workers sparks revolt as other divisions get only $4,000, fueling intentional production slowdowns — internal resentment disrupts packaging operations, major AI chip project decisions to a complete halt (tomshardware.com)
22.
Intel leans on LPDDR5X to dodge global HBM crisis, leaked Crescent Island AI GPU pics reveal massive Xe3P core — chip sidesteps HBM shortage with 160GB of cheaper memory (tomshardware.com)
23.
Samsung starts winding down chip production six days before planned 18-day strike — company enters 'emergency management mode,' daily losses could hit $2 billion (tomshardware.com)
24.
AMD announces MI350P PCIe AI accelerator card with 144GB of HBM3E — roughly 40% faster in FP16 and FP8 theoretical compute compared to Nvidia's H200 NVL competitor (tomshardware.com)
25.
What is Z-Angle Memory and why is Intel developing it? (news.ycombinator.com)
26.
What Is Z-Angle Memory and Why Is Intel Developing It? (news.ycombinator.com)
27.
Samsung and SK hynix warn AI-driven memory shortages could last until 2027 and beyond, as HBM demand explodes — customers already reserving supply years ahead, while the wider DRAM market begins to tighten (tomshardware.com)
28.
FOMO is why enterprises pay for GPUs they don't use — and why prices keep climbing (venturebeat.com)
29.
DRAM Crunch: Lessons for System Design (news.ycombinator.com)
30.
TSMC's details next-gen CoWoS roadmap: over 14-reticle packages and 48x leap in compute power expected by 2029 — massive size enables 24 HBM5E stacks and additional memory bandwidth jump (tomshardware.com)
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