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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)
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Samsung and AMD deepen AI memory pact with potential foundry deal on the table (techspot.com)
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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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Micron enters high-volume production of HBM4 for Nvidia Vera Rubin - 2.3x bandwidth improvement and 20% boost in power efficiency (tomshardware.com)
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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)
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SK Hynix continues monster $80 billion rally as it readies next-gen chips for Nvidia (cnbc.com)
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Nvidia-supplier SK Hynix readies next-gen memory chips, staying ahead of competition (cnbc.com)
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Nvidia supplier SK Hynix posts record second-quarter profit and revenue on strong AI memory demand (cnbc.com)
9.
Samsung expects second-quarter profits to more than halve as it struggles to capture AI demand (cnbc.com)
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