AI Chips
Samsung's HBM5 and zHBM Numbers Are 2028 Targets, Not Silicon
At a Taipei summit Samsung laid out a 3D memory roadmap it calls CUBE. Every multiplier quoted is a goal measured against HBM4E, a part that is not shipping either.
2d ago
#memory
AI Research
Samsung's In-Memory AI Compute Needs the CPU's Caches Switched Off
The eight-times bandwidth figure from Hot Chips is measured inside the package. Using it costs the host processor its cache, prefetch and out-of-order execution.
5d ago
AI Chips
CXMT Is the Seventh Chinese Firm to Sue the Pentagon Over the 1260H List
China's largest DRAM maker filed in Washington on 28 August. The published justification for its designation is two lines about who owns it.
5d ago
Nvidia
Nvidia's Custom HBM Is a Controller in Someone Else's Base Die
NVHBM moves Nvidia's memory controller off the processor and into the HBM stack. Every headline percentage is measured against HBM4E, a part that is not shipping either.
Aug 27, 2026
AI Chips
d-Matrix Claims 20x HBM4 Bandwidth Density, Names No Date
A challenger architecture aimed squarely at the wall Micron spent the previous session describing.
Aug 24, 2026
AI Chips
Samsung's HBM4 Base Die: 4nm Logic, Quadruple Power Density
The layer at the bottom of the memory stack is becoming a logic chip, and it is getting hot faster than the stack above it.
Aug 24, 2026
AI Chips
YMTC Is Top-Three In NAND Volume, But Fifth by Revenue
A 14% share of bit shipments put the Chinese memory maker past Kioxia for the first time. The gap between the two rankings is the whole story.
Aug 13, 2026
AI Chips
Samsung's HBM4 Yield Reached About 80%. Samsung Did Not Say So.
Six months from sub-60% to the threshold the industry calls a golden yield. The figure is an industry read, and the overtake everyone is quoting is a bank's projection.
Aug 10, 2026
China AI Regulation
China's First LPDDR6 Hits 12.8 Gbps, vs 14.4 Gbps Abroad
ChangXin Memory pushed its first LPDDR6 to the end of validation this week. The speed gap between it and SK hynix is the clearest single number anyone has put on what export controls cost.
Aug 3, 2026
AI Chips
Korea's Chip Exports Rose 179%. The Comparison Is to a Trough.
July semiconductor exports hit $41 billion, the second month above $40 billion, and pushed total exports to $98.89 billion. The percentage measures how bad last July was.
Aug 1, 2026
AI Chips
Samsung's Memory Boom Just Pushed Its Own Phone Business Into the Red
Operating profit rose more than eighteenfold to 89.5 trillion won, with the semiconductor division supplying 89.2 trillion of it. The Galaxy mobile unit posted the first operating loss in its history, squeezed by the component prices its own colleagues are charging.
Jul 30, 2026
AI Chips
A Chinese Memory Maker Ended Its First Trading Day Worth More Than Intel
CXMT raised $8.6 billion in Asia's largest listing of the year, then closed up 466% — making it the most valuable company on mainland China's exchanges, on a 7.6% share of the DRAM market.
Jul 27, 2026
AI Chips
Korea and US Tech Giants Line Up $950 Billion in Chip Commitments in One Afternoon
Samsung, SK, Nvidia, Broadcom and Anthropic met South Korea's president in San Francisco and left with the largest single-day semiconductor supply package on record — none of it yet a signed contract.
Jul 25, 2026
Google AI
Google Cloud Open-Sources an 'Always-On' Memory Agent That Ditches RAG and Embeddings
The reference design runs continuously on Gemini 3.1 Flash-Lite, letting a language model read, reason and write structured memory to a plain SQLite file instead of a vector database.
Jul 18, 2026
