GoKawiil - Tech News

1.

What is Z-Angle Memory and why is Intel developing it? (news.ycombinator.com)

2026-05-01 | by Alex Woodie | get Intel Z-Angle Memory Kit → | tags: z-angle memory, intel, saimemory

2.

What Is Z-Angle Memory and Why Is Intel Developing It? (news.ycombinator.com)

2026-05-01 | by Alex Woodie | get Intel Z-Angle Memory Kit → | tags: intel, z-angle memory, saimemory

3.

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)

2026-04-30 | by Etiido Uko | get Samsung 32GB DDR5 RAM → | tags: samsung, sk hynix, hbm

4.

FOMO is why enterprises pay for GPUs they don't use — and why prices keep climbing (venturebeat.com)

2026-04-29 | get NVIDIA GeForce RTX 4090 → | tags: gpu, aws, cast ai

5.

DRAM Crunch: Lessons for System Design (news.ycombinator.com)

2026-04-28 | by Avi Baum | get DDR4 RAM Module → | tags: dram, hynix, infineon

6.

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)

2026-04-27 | by Anton Shilov | get High-Performance Computing Memory Kit → | tags: tsmc, cowos, hbm5e

7.

NEO Semiconductor's revolutionary 3D X-DRAM for AI processors has passed proof-of-concept validation — company secures funding to develop next-gen memory HBM alternative (tomshardware.com)

2026-04-24 | by Etiido Uko | get 3D X-DRAM Memory Module → | tags: neo semiconductor, 3d x-dram, tsmc

8.

More than 30,000 Samsung union members take to the streets to demand an average bonus of $400,000 per worker — May 21 strike date looms, union points to rival SK hynix granting higher bonuses to its employees (tomshardware.com)

2026-04-23 | by Jowi Morales | get Samsung Union Worker Bonus Kit → | tags: samsung, sk hynix, ai profits

9.

SK Hynix posts record first-quarter profit, in line with estimates as memory prices climb (cnbc.com)

2026-04-22 | by Dylan Butts | get Memory Storage Upgrade Kit → | tags: sk hynix, memory chips, artificial intelligence

10.

Mustafa Suleyman: AI development won’t hit a wall anytime soon—here’s why (technologyreview.com)

2026-04-08 | by Mustafa Suleyman | get AI Development Book → | tags: nvidia, maia 200, hbm3

11.

Nvidia Pascal GPUs debuted 10 years ago today, best known for the GTX 1060 and GTX 1080 Ti — architecture kicked off with the Tesla P100 (tomshardware.com)

2026-04-05 | by Mark Tyson | get Nvidia GeForce GTX 1080 → | tags: nvidia, pascal architecture, tesla p100

12.

Memory will consume 30% of hyperscaler AI data center spending this year, a 4X increase over 2023 — Nvidia gets preferential supply terms well below standard market rates, says analyst firm (tomshardware.com)

2026-04-03 | by Luke James | get Nvidia GeForce RTX 4090 → | tags: nvidia, hyperscaler, dram

13.

What if AI doesn't need more RAM but better math? (news.ycombinator.com)

2026-03-29 | get AI Math Accelerator Kit → | tags: google, turboquant, transformer

14.

Micron's $24 billion Singapore fab could need 500 transformers, more than double the output of any single manufacturer — heavy electrical infrastructure the latest AI buildout bottleneck (tomshardware.com)

2026-03-25 | by Luke James | get Heavy-Duty Transformer Kit → | tags: micron, singapore fab, ai servers

15.

SK hynix places record $8 billion order for ASML EUV lithography machines — should pay for up to 30 EUV machines over two years, serving HBM and advanced DRAM production (tomshardware.com)

2026-03-24 | by Luke James | get ASML EUV Lithography Machine → | tags: asml, euv lithography, sk hynix

16.

Huawei unveils new Atlas 350 AI accelerator with 1.56 PFLOPS of FP4 compute and up to 112GB of HBM — claims 2.8x more performance than Nvidia's H20 (tomshardware.com)

2026-03-24 | by Hassam Nasir | get Huawei Atlas 350 AI Accelerator → | tags: huawei atlas 350, ascend 950pr, nvidia h20

17.

Micron predicts that cars will need 300GB of RAM — memory-laden vehicles could exacerbate shortages but create 'robust long-term growth in automotive memory demand' (tomshardware.com)

2026-03-22 | by Jowi Morales | get High-Performance Automotive RAM → | tags: micron, sanjay mehrotra, hbm chips

18.

Samsung and AMD deepen AI memory pact with potential foundry deal on the table (techspot.com)

2026-03-19 | get Samsung Galaxy Smartphone → | tags: samsung, amd, hbm4

19.

AMD and Samsung ink memory supply memorandum for EPYC and Instinct products — unprecedented deal also includes scope for foundry partnership (tomshardware.com)

2026-03-19 | by Anton Shilov | get Samsung DDR5 RAM → | tags: amd, samsung, hbm4

20.

Micron enters high-volume production of HBM4 for Nvidia Vera Rubin - 2.3x bandwidth improvement and 20% boost in power efficiency (tomshardware.com)

2026-03-16 | by Luke James | get Micron HBM4 Memory Module → | tags: micron, hbm4, nvidia

21.

Nvidia Groq 3 LPU and Groq LPX racks join Rubin platform at GTC — SRAM-packed accelerator boosts 'every layer of the AI model on every token' (tomshardware.com)

2026-03-16 | by Jeffrey Kampman | get Nvidia Groq Accelerator Kit → | tags: groq 3 lpu, nvidia vera rubin, hbm4

22.

SK Hynix continues monster $80 billion rally as it readies next-gen chips for Nvidia (cnbc.com)

2025-10-31 | by Dylan Butts | get Microsoft Surface Laptop → | tags: hbm, hbm4, hynix

23.

Nvidia-supplier SK Hynix readies next-gen memory chips, staying ahead of competition (cnbc.com)

2025-10-31 | by Dylan Butts | get Microsoft Surface Laptop → | tags: hbm, hbm4, hynix

24.

Nvidia supplier SK Hynix posts record second-quarter profit and revenue on strong AI memory demand (cnbc.com)

2025-10-31 | by Dylan Butts | get laptop → | tags: demand, hbm, hynix

25.

Samsung expects second-quarter profits to more than halve as it struggles to capture AI demand (cnbc.com)

2025-10-31 | by Dylan Butts | get Meta Quest → | tags: hbm, nvidia, samsung