AI Hardware
HBM Costs Surge, Driving AI Hardware and Consumer Device Price Hikes
HBM memory now makes up 63% of AI chip component costs, and the companies buying it, from Nvidia…
AI Hardware
Micron, SK Hynix Commit Over $45 Billion to Boost HBM Supply
Micron has already sold every HBM chip it will make this year. So has SK Hynix. So has…
AI Hardware
Nvidia’s China Market Just Vanished
A 500-page export control update from the US Department of Commerce doesn't just restrict chips — this one…