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JEDEC Approves SPHBM4 to Break HBMโ€™s Costly Packaging Bottleneck, Retaining HBM4-level Speeds With Standard Packages

22 June 2026 at 16:25

Micron HBM4 memory chip displayed next to its exposed circuitry on a black background.

SPHBM4 is a new JEDEC standard that aims to solve the high cost and packaging concerns with existing HBM technologies. HBM Demand Keeps on Surging, But The High-Cost Might Make JEDEC's Upcoming SPHBM4 A Better Alternative Almost all AI & HPC accelerators rolling out these days feature some form of HBM memory. The highest-end solutions are leveraging the latest HBM4 designs, and HBM4E is being sampled to the top chipmakers. But as demand continues to rise, and shortages persist in the premium DRAM segment, HBM has become a major bottleneck. The cost is one issue, but price surges are a [โ€ฆ]

Read full article at https://wccftech.com/jedec-approves-sphbm4-to-break-hbm-costs-retain-hbm4-speeds-standard-packages/

SanDisk Bets on Stacking NAND and Compute on One Chip as HBM Shortages Choke the AI Boom

21 June 2026 at 23:45

HBF Memory Offers Higher Capacities Than HBM But NVIDIA Isn't Interested In It (Yet), Sampling This Year With Google A Key-Customer 1

SanDisk is looking for more innovative solutions to address memory limitations, such as stacking NAND Flash within chips. Memory Limitations Push DRAM/NAND Maker To Get More Innovative, SanDisk Proposes The Stacking of NAND Flash Within Chips The rapid rise of AI & the proportional demand for compute has led to the exposure of bottlenecks, which are pushing DRAM and NAND manufacturers into going with the out-of-the-box approach. In the past, chipmakers called it a day by introducing new memory technologies, and DRAM was the primary component. But the rise in costs, development/yield drawbacks, & increased power have led to a [โ€ฆ]

Read full article at https://wccftech.com/sandisk-bets-on-stacking-nand-and-compute-on-one-chip/

Agentic AI Pushes CPUs to Pack 400 GB of Memory, 4x More Than Today, as DRAM Shortage Spirals Toward 2027

2 May 2026 at 10:10

CPUs or GPUs, but require lots of memory for running Agentic AI, and this demand is spiraling to unseen levels as DRAM constraints persist. CPUs Running Agentic AI Will Be Equipped With Up to 400 GB of Memory, Further Crushing The DRAM Supply Chain Memory makers are earning big profits but are also unable to meet the demand. We have seen reports on how major manufacturers are rapidly expanding their production facilities, but these are yet to become operational, and Samsung itself has stated that 2027 will be worse for the DRAM industry than 2026, so it's looking like a [โ€ฆ]

Read full article at https://wccftech.com/agentic-ai-pushes-cpus-to-pack-400-gb-of-memory-4x-more-than-today/

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