Semiconductor News & Analysis Feed

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Samsung Electronics became the first chipmaker to mass-produce and ship sixth-generation high-bandwidth memory chips in February — the component that Nvidia, AMD, and Google are competing to secure for their next-generation AI accelerators — whilenegotiations with more than 50,000 workers collapsed this week, leaving a threatened 18-day strike starting May 21 as the single biggest near-term risk t

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Micron's senior vice president, Jeremy Werner, told The Circuit Podcast that memory has become a strategic bottleneck for data-center inference, warning that insufficient memory can sharply cut GPU utilization while faster, larger memory can theoretically...The article requires paid subscription.Subscribe Now