000660) has formalized a massive $15.1 billion (20 trillion won) commitment to its M15X fab in Cheongju, specifically designed to churn out the next generation of HighBandwidthMemory (HBM).
Used with the BlackwellB200, HBF delivered a performance per watt improvement of 2.69× over HBM, says Hynix ...Nvidia recently paid Groq $20 billion for inferencing technology which eliminates the need for HBM.
ZAM, a stacked DRAM alternative to HBM with a claimed 40-50% power advantage and 2x-3x density advantage over HBM, is the product of �a jv between Softbank, Tokyo University and Intel called Saimemory which was later joined by Fujitsu.
Samsung ElectronicsChief Technology OfficerSong Jai-hyuk said Wednesday the company’s high-bandwidth memory 4 (HBM4) chip is showing “good” manufacturing yield, adding that clients have expressed strong satisfaction with its performance.
Nvidia shares were down about 0.5% at $189.06 in early trading. The stock rose 2.5% on Monday and is hovering near its highest levels of the year ... Nvidia’s stock has seen choppy trading in recent months after a powerful multi-year rally ... ....