Tech
Samsung posts record Q3 revenue of ~$146.3B and record operating profit of ~$80.5B, as AI memory demand, led by HBM4, drives the chip business to nearly all of its profit.
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Tech
Samsung posts record Q3 revenue of ~$146.3B and record operating profit of ~$80.5B, as AI memory demand, led by HBM4, drives the chip business to nearly all of its profit.
Tech
SK Hynix reported record quarterly revenue and operating profit, driven by surging demand for high-bandwidth memory used in AI processors. The company expects HBM4 to surpass HBM3E in Q4.
AI
Microsoft unveils Maia 300, built on TSMC's N2P node with 288GB HBM4, and plans multi-gigawatt Azure deployments from 2027, making it the primary AI inference system.
AI
OpenAI's Jalapeño inference chip, co-designed with Broadcom, packs 216 GiB of HBM4 and hits 27 EFLOP/s per 2,048-accelerator system. Its VP of Hardware explains how OpenAI's own models helped design it.