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Trending Technologies
EUV53 3nm45 AI15 GPU14 HBM10 DRAM9 AI chips7 2nm7 DDR56 EPYC6 AI chip5 semiconductor5 Zen 65 HBM44 AI accelerators4
2026-05-22
AP Memory IPD enters Intel's EMIB supply chain, shipments set for 2Q26
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digitimes.com 2026-05-22
Specialty memory design company AP Memory is positioning itself to capture growth momentum from stack silicon capacitors (S-SiCap). The company said its discrete S-SiCap products, also known as discrete silicon capacitors (IPD), will begin small-volume shipments in the second quarter of 2026, making it the first supplier qualified for Intel's embedded multi-die interconnect bridge (EMIB) advanced
2026-05-22
AMD's Lisa Su says memory is becoming another pressure point for AI chips
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digitimes.com 2026-05-22
AMD CEO Lisa Su said the company is satisfied with its current CoWoS supply from TSMC, while noting that memory has become another pressure point in the AI chip supply chain.
2026-05-22
Samsung's quiet Taiwan play: Pairing memory with foundry to chip away at TSMC
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digitimes.com 2026-05-22
Samsung Electronics chairman Lee Jae-yong quietly visited Taiwan on May 21 and met with MediaTek CEO Rick Tsai, according to semiconductor supply chain sources, in a move aimed at expanding Samsung's foundry business by securing another major customer after deals with Tesla and renewed work with AMD. Samsung declined to comment, and MediaTek had not issued an official response by press time.
2026-05-22
HBM beyond 16 layers brings memory makers' hybrid bonding shift into view - 디지털투데이
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www.digitaltoday.co.kr 2026-05-22 디지털투데이
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2026-05-22
Nvidia results are proof AI is more than hype, says CIO - Yahoo Finance
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finance.yahoo.com 2026-05-22 Yahoo Finance
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2026-05-22
Why Nvidia Needs More Than GPUs To Win The AI Infrastructure Race - Forbes
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www.forbes.com 2026-05-22 Forbes
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2026-05-22
SK Hynix Surges 11% as Memory Supercycle and $7.5B HBM Revenue Forecast Drive Target to 3.8M Won - AD HOC NEWS
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www.ad-hoc-news.de 2026-05-22 AD HOC NEWS
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2026-05-22
Are investors more concerned with Iran than Nvidia's Q1 earnings? - Yahoo Finance
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news.google.com 2026-05-22 Yahoo Finance
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2026-05-22
Amkor working with AMD on advanced packaging after acquiring more land in Arizona - Reuters
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www.reuters.com 2026-05-22 Reuters
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2026-05-22
Amkor working with AMD on advanced packaging after acquiring more land in Arizona - Yahoo Finance
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finance.yahoo.com 2026-05-22 Yahoo Finance
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2026-05-22
NVIDIA Moves Gaming Segment Under “Edge Computing”, Posts 29% Revenue Growth From Blackwell Workstations But Gaming GPUs Slow Down Due To “Elevated” Memory Prices - Wccftech
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wccftech.com 2026-05-22 Wccftech
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2026-05-22
Amkor working with AMD on advanced packaging after acquiring more land in Arizona - marketscreener.com
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www.marketscreener.com 2026-05-22 marketscreener.com
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2026-05-22
Amkor working with AMD on advanced packaging after acquiring more land in Arizona - TradingView
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www.tradingview.com 2026-05-22 TradingView
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2026-05-22
SanDisk Soars 9%, Western Digital Rallies 5%, Micron Rises 3% as Memory Trade Reawakens - 24/7 Wall St.
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247wallst.com 2026-05-22 24/7 Wall St.
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2026-05-22
Axion Semiconductor Acquires Moov Technologies - Morningstar
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www.morningstar.com 2026-05-22 Morningstar
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2026-05-22
AMD Plans $10B Investment in Taiwan to Boost AI Infrastructure
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eetimes.com 2026-05-22
AMD to invest more than $10 billion in Taiwan ecosystem, ramping HPC chips on TSMC’s 2-nm process amid AI buildout.
AI chipsSemiconductor manufacturingTSMCAMDAI infrastructureHigh-performance computing2nm processData centers
2026-05-21
Nvidia's memory costs soar 485%, latest AI systems now cost $7.8 million to build
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tomshardware.com 2026-05-21 Anton Shilov
As memory content per rack increases in Vera Rubin platform, it now accounts for nearly 25% of its cost.
NVIDIAAI systemsMemory costData centerGPUVR200 NVL72GB300 NVL72DRAM
2026-05-21
Nvidia's memory costs soar 485%, latest AI systems now cost $7.8 million to build — memory now comprises 25% of the total cost, Rubin GPUs a mere $50,000 apiece - Tom's Hardware
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www.tomshardware.com 2026-05-21 Tom's Hardware
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2026-05-21
2028 will be a more important earnings year for Nvidia: Analyst - Yahoo! Finance Canada
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ca.finance.yahoo.com 2026-05-21 Yahoo! Finance Canada
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2026-05-21
Micron Stock Rises After SK Hynix Surges. The Memory-Chip Boom Is Back - Moomoo
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www.moomoo.com 2026-05-21 Moomoo
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