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Micron, the major memory manufacturer in the United States, has benefited from AI demand, turning losses into profits last quarter (ending in February) and issuing optimistic financial forecasts. During its earnings call on March 20th, Micron CEO Sanjay Mehrotra stated that the company's HBM (Hig...
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Chip giant NVIDIA kicked off its annual Graphics Processing Unit (GPU) Technology Conference (GTC) today, with CEO Jensen Huang announcing the launch of the new artificial intelligence chip, Blackwell B200. According to a report from TechNews, this new architecture, Blackwell, boasts a massive GP...
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According to a report from the South Korean newspaper "Korea Joongang Daily," following Micron's initiation of mass production of the latest high-bandwidth memory HBM3e in February 2024, it has recently secured an order from NVIDIA for the H200 AI GPU. It is understood that NVIDIA's upcoming H200 pr...
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With numerous cloud computing companies and large-scale AI model manufacturers investing heavily in AI computing infrastructure, the demand for AI processors is rapidly increasing. As per a report from IJIWEI, the demand for HBM (High Bandwidth Memory), a key component among them, has been on the ri...
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Amidst the AI frenzy, HBM has become a focal point for major semiconductor manufacturers, and another storage giant is making new moves. According to Korean media "THE ELEC", Samsung Electronics plans to establish an HBM development office to enhance its competitiveness in the HBM market. The si...