#HBM4

AI Hardware

AMD Bets Big on Samsung's Memory — But Is a Foundry Flip Next?

Picture this: AMD, desperate for AI chip memory amid shortages, inks a cozy deal with Samsung. But is it a lifeline or just more supply chain smoke and mirrors?

AI Hardware

HBM4's Custom Dies Shatter AI Memory Limits

AI's hunger for bandwidth is flipping the DRAM world upside down. HBM isn't just memory—it's the shoreline battleground for next-gen accelerators.