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DRAM Pricing Deep Dive: Current Market Analysis, Six-Month Trends, and a...
The DRAM market has undergone one of its most volatile cycles in recent memory. After a brutal downturn that saw prices collapse by more...
The AI Memory Crisis: An Exhaustive Technical Analysis of HBM Architecture,...
The semiconductor industry's collective failure to anticipate the AI memory crisis will be studied for decades to come. While billions poured into logic scaling,...
Meta’s Multibillion-Dollar AMD Chip Bet: 6GW Of Instinct GPUs, A 10%...
Meta has just done something no longer reserved for cloud giants and foundries. It has not only signed a multibillion dollar AI chip deal...
Intel Is Not Killing P-Cores and E-Cores Yet: Why the “Unified...
Intel “unified core” rumor: big headline, very thin evidence
A recent report claimed Intel is planning a return to a unified core design, effectively implying...
Samsung’s 36GB 3.3TB/s HBM4 DRAM Explained: What ISSCC 2026 Reveals About...
Samsung’s ISSCC 2026 HBM4 paper is not just a speed headline. It is a look at what it takes to make next-generation high bandwidth...
TSMC 2nm (N2) Is Here, and Capacity Will Decide the Winners:...
TSMC is now in volume production with its first 2nm-class process, but that doesn’t mean your next desktop CPU or GPU is about to...
NVIDIA at CES 2026: Vera Rubin Dominates the Keynote Address
CES keynotes can be a parade of logos and vibes. NVIDIA’s CES 2026 keynote still had plenty of AI buzzwords, but the useful part...
Nvidia H200 to China: Washington swaps export bans for a 25%...
The US is weighing whether to let Nvidia ship its H200 AI accelerators to China, and the headline hook is pure 2025 Washington. The...
AI Is Eating All The DRAM: Why Memory Prices Are Out...
If you have tried to buy DDR5 in the last couple of months and wondered why your memory kit suddenly costs as much as...
Intel Kills Mainstream Diamond Rapids Platform: What It Means For Xeon...
Intel has quietly killed its mainstream next-generation Xeon platform. Diamond Rapids is still coming for the high end with sixteen memory channels, but the...