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News
[News] Kepler Claims HBM Alternative Without EUV Using GlobalFoundries’ 28nm Fabs, 2027 Production
13+ hour, 47+ min ago (281+ words) As the AI boom strains supply and pushes up costs, startups are exploring new ways to expand memory production. According to TechPowerUp, Kepler Computing claims to have developed an alternative approach to HBM based on a new 3D stacking technique and…...
[News] Kioxia Reportedly to Sample CXL Modules Soon, Reaffirms Strong NVIDIA CMX Ties
1+ week, 14+ hour ago (369+ words) As AI workloads demand ever more memory, DRAM’s physical capacity ceiling is becoming the bottleneck. At a September 3rd briefing, Japan’s NAND giant detailed how its CXL memory modules expand usable memory capacity while cutting latency by over 90% versus conventional approaches,…...
[News] Google Says Memory Tops 75% of Server BOM; TPU-Software Dual Strategy Targets Memory Wall
1+ week, 5+ day ago (312+ words) TrendForce TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] Google Says Memory Tops 75% of Server BOM; TPU-Software Dual Strategy Targets Memory Wall Google has highlighted the growing “memory…...
[News] SK hynix Reportedly Weighs Japan Memory Plant; U.S. Pressure, Korean Approval Could Complicate Plans
1+ week, 5+ day ago (482+ words) TrendForce TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] SK hynix Reportedly Weighs Japan Memory Plant; U.S. Pressure, Korean Approval Could Complicate Plans SK hynix’s potential memory investment in…...
[News] SK hynix Unveils CPO Roadmap, Looks Beyond HBM to AI Infrastructure
3+ week, 4+ day ago (303+ words) SK hynix is moving from a memory supplier to a bigger role in the AI infrastructure. According to the company, it has teamed up with leading researchers worldwide to lay out a roadmap for co-packaged optics (CPO) in the journal…...
[News] SK hynix Reportedly Builds Silicon Valley HBM Team to Boost Customer Co-Design With U.S. Big Tech
3+ week, 5+ day ago (401+ words) TrendForce TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] SK hynix Reportedly Builds Silicon Valley HBM Team to Boost Customer Co-Design With U.S. Big Tech SK hynix is reportedly…...
[News] Fujian to Build IC and Optoelectronics Industry Clusters in 15th Five-Year Plan, Targeting RMB 300 Billion in Total Output Value
3+ week, 5+ day ago (325+ words) trendforce.com TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] Fujian to Build IC and Optoelectronics Industry Clusters in 15th Five-Year Plan, Targeting RMB 300 Billion in Total Output Value…...
[News] NVIDIA Vera Rubin Spillover from HBM to NAND: CMX Fuels TLC Spot Price Rebound from June Dip
3+ week, 6+ day ago (466+ words) As NVIDIA’s Vera Rubin ramps up, its memory impact is extending beyond HBM into NAND. Alpha Economy reports that stronger Rubin production is tightening TLC NAND supply-demand, with the 512Gb TLC NAND spot price rebounding from its June dip to $21.125 on…...