Recent #HBM3 news in the semiconductor industry

➀ CXMT, China's leading DRAM manufacturer, plans to phase out DDR4 production by mid-2025 under government directives to prioritize AI and HBM3 development;

➁ The sudden shift caused a 150% price surge for 8GB DDR4 chips, with major players like Micron, Samsung, and SK hynix also ending DDR3/DDR4 production;

➂ CXMT's DDR5 chips face stability issues at high temperatures, raising concerns about their readiness for mass adoption.

DDR4 HBM3

tomshardware

7 months ago

SK hynix posts record revenues and profits as AI industry drives surge in HBM3 and HBM3E demand

➀ SK hynix reported record earnings, operating profits, and net income for 2024.

➁ The company attributes its success to increased sales of AI memory products, including HBM3 and HBM3E for the latest accelerators.

➂ SK hynix plans to increase HBM3E supply, develop HBM4, and transition to advanced processes for DDR5 and LPDDR5 production.

AI DRAM HBM3 SK Hynix

servethehome

10 months ago

This is the Microsoft Azure HBv5 and AMD MI300C

➀ Microsoft showcased the Azure HBv5 at SC24, featuring the AMD MI300C chip; ➁ The MI300C combines Zen 4 cores with HBM3 memory, offering significant performance gains over Intel's Xeon MAX 9480; ➂ The system is designed for HPC workloads and utilizes a 4-socket design.

AMD HBM3 Microsoft

tweaktown

11 months ago

NVIDIA Blackwell GPUs for AI are effectively 'sold out' for the next 12 months

➀ NVIDIA's Blackwell AI GPUs are 'sold out' for the next 12 months due to high demand; ➁ The GPUs are in high demand among major tech companies like Google, Meta, and Microsoft; ➂ Despite the delay in production, Blackwell is expected to deliver significant performance improvements for AI training and inference.

AI AI server Blackwell GPU HBM3 Market Demand NVIDIA TSMC

servethehome

12 months ago

A Quick Introduction to the NVIDIA GH200 aka Grace Hopper

➀ This article provides an overview of the NVIDIA GH200, a high-performance computing platform; ➁ Discusses the key features and innovations of the GH200, such as its LPDDR5X memory and NVLink-C2C interface; ➂ Explains the different configurations available for the GH200, including memory size, bandwidth, and GPU options.

Arm GH200 GPU HBM3 HBM3e LPDDR5X NVIDIA cpu memory

SemiVoice

Recent #HBM3 news in the semiconductor industry

Top Chinese memory maker expected to abandon DDR4 manufacturing at the behest of Beijing

SK hynix posts record revenues and profits as AI industry drives surge in HBM3 and HBM3E demand

This is the Microsoft Azure HBv5 and AMD MI300C

NVIDIA Blackwell GPUs for AI are effectively 'sold out' for the next 12 months

A Quick Introduction to the NVIDIA GH200 aka Grace Hopper