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1.
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)
2.
I put a datacenter GPU in my gaming PC (news.ycombinator.com)
3.
I Put a Datacenter GPU in My Gaming PC for £200 (news.ycombinator.com)
4.
Samsung's shares surge as much as 6% after company ships next-generation AI memory chip samples (cnbc.com)
5.
SK Hynix is embedding cooling into HBM memory to stop AI chips from overheating (techspot.com)
6.
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)
7.
Memory has grown to nearly two-thirds of AI chip component costs (news.ycombinator.com)
8.
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)
9.
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)
10.
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)
11.
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)
12.
What is Z-Angle Memory and why is Intel developing it? (news.ycombinator.com)
13.
What Is Z-Angle Memory and Why Is Intel Developing It? (news.ycombinator.com)
14.
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)
15.
FOMO is why enterprises pay for GPUs they don't use — and why prices keep climbing (venturebeat.com)
16.
DRAM Crunch: Lessons for System Design (news.ycombinator.com)
17.
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)
18.
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)
19.
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)
20.
SK Hynix posts record first-quarter profit, in line with estimates as memory prices climb (cnbc.com)
21.
Mustafa Suleyman: AI development won’t hit a wall anytime soon—here’s why (technologyreview.com)
22.
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)
23.
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)
24.
What if AI doesn't need more RAM but better math? (news.ycombinator.com)
25.
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)
26.
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)
27.
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)
28.
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)
29.
Samsung and AMD deepen AI memory pact with potential foundry deal on the table (techspot.com)
30.
AMD and Samsung ink memory supply memorandum for EPYC and Instinct products — unprecedented deal also includes scope for foundry partnership (tomshardware.com)
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