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ECTC 2026: The Three HBM Battlegrounds Defining the Next AI Hardware Race Original Article By SemiVision Research [Reading time: 19 mins] SEMIVISION JUL 01, 2026 ∙ PAID 20 1 6 Share The Open Compute Project (OCP) is bringing together APAC communities for a very special two-day, in-person Summit to explore the many challenges and opportunities facing data center infrastructure, today and tomorrow.

HBM technology AI hardware High Bandwidth Memory 3D packaging High power density Data center infrastructure Chip design Semiconductor supply chain

Nvidia reportedly cancels quad-die Rubin Ultra GPU in favor of dual-GPU design, report claims — complex design purportedly scrapped over 'manufacturing execution concerns' - Tom's Hardware

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www.tomshardware.com 2026-06-30 Tom's Hardware

Tech Industry Artificial Intelligence Nvidia reportedly cancels quad-die Rubin Ultra GPU in favor of dual-GPU design, report claims — complex design purportedly scrapped over 'manufacturing execution concerns' News By Anton Shilov Published June 30, 2026 Fewer GPUs, more rack-scale systems? (Image credit: Nvidia) Share this article 0 Join the conversation Follow us Add us as a preferred source

Nvidia GPU AI accelerator Rubin Ultra chip design manufacturing execution concerns data center GPU HBM4E memory

Taiwan raids Supermicro and two supply-chain partners in widening Nvidia smuggling probe — nine sites hit as six people summoned for questioning - Tom's Hardware

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www.tomshardware.com 2026-06-30 Tom's Hardware

Tech Industry Taiwan raids Supermicro and two supply-chain partners in widening Nvidia smuggling probe — nine sites hit as six people summoned for questioning News By Luke James Published June 30, 2026 Prosecutors searched six homes and three company sites. (Image credit: Getty / Bloomberg) Share this article 4 Join the conversation Follow us Add us as a preferred source on Google Newsletter Sub

Semiconductor Industry NVIDIA Supermicro Taiwanese Prosecution AI Chips Export Controls Supply Chain Security Chip Smuggling

Meta fights soaring hardware costs by reusing old DDR4 server memory in new DDR5-only servers

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tomshardware.com 2026-06-30 Anton Shilov

Meta develops its custom Vistara CXL memory expander to use DDR4 memory with new servers running AMD EPYC 'Turin' processors.

DDR5 memory DDR4 memory CXL protocol ASIC chip server memory expansion memory cost reduction semiconductor technology data center optimization

Designer turns discontinued E-Ink dev board into a 60Hz Game Boy handheld

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tomshardware.com 2026-06-30 Zak Killian

The hardware is discontinued and the experience isn't perfect, but the fact that the emulator exists at all is a true technical achievement.

E-Ink display Game Boy emulator Hardware hacking Embedded systems ESP32-S3 Handheld gaming Retro gaming Open source

Arm says it tops 50% share in hyperscale cloud as x86 grip slips

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digitimes.com 2026-06-30

Arm Holdings says its chip architecture has crossed the 50% threshold in the hyperscale cloud market, a milestone in a segment long dominated by Intel and AMD. The SoftBank-backed chip designer is now pushing further into the hardware business itself, even as supply chains strain under the weight of the AI infrastructure buildout.

Commentary: AI memory boom rewrites chip pricing power, leaving Apple searching for leverage with CXMT

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digitimes.com 2026-06-30

For more than a decade, Apple built one of the industry's most profitable business models by using its purchasing power to drive down memory and component costs before turning hardware upgrades into high-margin revenue. The AI-driven boom in HBM and DRAM is now challenging that strategy.

Apple faces iPhone 18 Pro price pressure as memory crunch tests AI upgrade strategy

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digitimes.com 2026-06-30

Apple's next iPhone Pro lineup could be heading toward one of its sharpest pricing tests in years, as surging memory costs threaten to raise hardware expenses just as the company pushes deeper into on-device AI.

Interview: Qnity's Taiwan investment to focus on advanced packaging, CPO, and cooling

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digitimes.com 2026-06-30

Qnity, the independent company spun off from US chemicals giant DuPont, is ramping up investment in Taiwan as the island cements its role at the center of the global AI hardware supply chain. Asia-Pacific president Dennis Chen said in an interview with DIGITIMESthat future spending will focus on three main battlegrounds: advanced packaging, co-packaged optics (CPOs), and thermal management.

Legacy Nvidia RTX 3060 12GB returns to retail five years after original launch, priced at $339 — resurrected GPU strategy that Jensen called a 'good idea' apparently comes to fruition - Tom's Hardware

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www.tomshardware.com 2026-06-30 Tom's Hardware

PC Components GPUs Legacy Nvidia RTX 3060 12GB returns to retail five years after original launch, priced at $339 — resurrected GPU strategy that Jensen called a 'good idea' apparently comes to fruition News By Jeffrey Kampman Published June 30, 2026 Ampere rides again for almost the same price as RTX 5060s When you purchase through links on our site, we may earn an affiliate commission. Here’s

NVIDIA RTX 3060 GPU Graphics Card Semiconductor AI Chips Consumer Electronics PC Hardware

South Korea unveils $520 billion investment plan with Samsung and SK Hynix to expand memory chip dominance — plan includes four new fabs and HBM facilities, amid strong government support - Tom's Hardware

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www.tomshardware.com 2026-06-29 Tom's Hardware

Tech Industry Manufacturing Semiconductors South Korea unveils $520 billion investment plan with Samsung and SK Hynix to expand memory chip dominance — plan includes four new fabs and HBM facilities, amid strong government support News By Etiido Uko Published June 29, 2026 Investment fund dwarfs America's $52 billion semiconductor investment CHIPS Act (Image credit: Getty / JUNG YEON-JE) Share

Semiconductor Investment Memory Chips South Korean Government Samsung Electronics SK Hynix AI Chips High Bandwidth Memory Chip Manufacturing

Samsung, SK hynix, and Micron sued over alleged DRAM price fixing amid record memory costs — lawsuit claims coordinated HBM shift was cover to curtail DDR3 and DDR4 production - Tom's Hardware

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www.tomshardware.com 2026-06-29 Tom's Hardware

Tech Industry Samsung, SK hynix, and Micron sued over alleged DRAM price fixing amid record memory costs — lawsuit claims coordinated HBM shift was cover to curtail DDR3 and DDR4 production News By Luke James Published June 29, 2026 A California class action accuses the three memory makers of choking DDR3 and DDR4 supply. (Image credit: Getty / Bloomberg) Share this article 23 Join the conversat

DRAM price fixing Semiconductor litigation Memory market High Bandwidth Memory DDR3 DDR4 Price collusion Chip industry regulation Micron Technology

RAM crisis provokes enthusiast to try Windows 11 on DDR1-era hardware

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tomshardware.com 2026-06-27 Mark Tyson

Enthusiast demos Microsoft’s newest OS running 'completely stable' on a Core 2 Quad Q6600, using a DDR1 motherboard, supported by an ATi Radeon HD 4650 AGP graphics card.

RAM crisis DDR1 Windows 11 hardware compatibility retro PC enthusiast AGP graphics Core 2 Quad

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