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High-bandwidth memory is the part of an AI system that nobody photographs. It sits next to the processor and feeds it data, and if it is too slow the expensive chip waits. It is made by stacking ordinary DRAM, the same memory that goes into laptops and phones. That is why an AI buildout drains […]
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SK Hynix is spending $720bn as its shares fall by half Read More »
Foxconn crossed a line this quarter that it will not cross back. Its cloud and networking division, the one that builds AI servers, made up 51% of revenue in the three months to June. That is the first time the segment has passed half. Smart consumer electronics, the division that contains the iPhone, came to […]
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Foxconn now makes more money from AI servers than from everything else combined Read More »
Hwatsing Technology, China’s leading producer of chemical mechanical polishing equipment, announced a metrology system for six-inch wafers on Thursday that can be built directly into the polishing workflow. The company describes it as China’s first six-inch metrology system paired with CMP equipment. The integration is the substantive part. Rather than measuring wafers separately after processing, the system […]
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The AI hardware conversation is stuck on one word: compute. A startup out of Tel Aviv wants to change the word to memory. Majestic Labs, founded in 2023 by former Google and Meta engineers, has unveiled a server it says can do the work of a rack of Nvidia GPUs. It does so by attacking […]
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The usual story about Nvidia is a hardware story: the fastest chips, in the shortest supply, at the highest price. The more important part is software. For two decades the company’s real moat has been CUDA. It is the layer that turns its silicon into something developers can build AI on. That moat is now […]
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Nvidia’s real moat was never the chips. AI has started rewriting it. Read More »
Intel is quietly handing one of its crown jewels to a tiny, stealthy startup. And that startup is run by a longtime business partner of Intel’s own chief executive. The chipmaker is giving RosaicLabs access to its Atom processor technology, according to a source and documents reviewed by Reuters. Atom is the building block of […]
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Intel is handing its Atom chip tech to a startup run by the CEO’s longtime partner Read More »
Apple wants to buy cheap memory chips from China to ease a shortage. That shortage is already pushing up the price of its gadgets. A bipartisan group of US senators has just told Tim Cook not to. The senators wrote to Cook, urging Apple to drop any plan to buy Chinese memory. The two suppliers […]
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US senators warn Apple not to buy Chinese memory chips to escape the shortage Read More »
Etched has a simple pitch. Nvidia builds chips that do everything. Etched builds chips that do one thing, inference, and claims to do it far better. On Thursday the bet got a lot more money behind it. The startup raised $300 million in a Series C round that values it at $10.3 billion. Sequoia led […]
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Nvidia rival Etched doubles its value to $10.3B in seven months Read More »
Memory chips are the oil of the AI boom, and right now they are hard to get. So when Elon Musk used Tesla’s quarterly call to publicly thank Micron, it was worth noticing. Suppliers rarely get shout-outs. Scarce ones do. Micron recently gave Tesla a “significant allocation” of memory on “reasonable terms,” Musk said, according […]
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Musk thanks Micron for chips, and builds a $55bn fab to replace it Read More »
The two companies announced a strategic collaboration to build the Fortinet Security Processor 6, the custom silicon inside its FortiGate firewalls. Intel will handle the chip design, advanced packaging, and manufacturing. The first name on the list That last part matters more than the chip itself. Intel told Tom’s Hardware it will build the SP6 […]
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Intel Foundry lands its first named outside customer: Fortinet Read More »