Netlist's new ITC action targets Micron's HBM3E/HBM4/HBM4E — with NVIDIA, Broadcom, and Google named as respondents. Samsung already faces a parallel import-ban probe. Two of three HBM makers are now in the blast radius, SK hynix conspicuously isn't, and $860M in past…
Read Full Analysis →Netlist's new ITC action targets Micron's HBM3E/HBM4/HBM4E — with NVIDIA, Broadcom, and Google named as respondents. Samsung already faces a parallel import-ban…
Six brands, $2,599, one 70-billion-transistor package fusing a Blackwell GPU with NVIDIA's own 20-core ARM CPU — and the monitoring tools built…
Agent frameworks are Python not because Python is fast, but because an agent can rewrite its own tools mid-session. The real performance…
JPMorgan, Bank of America, Charles Schwab and Citigroup all moved within five days to block third-party AI agents from logging into customer…
AMD is merging its ZenDNN optimizations into Intel-originated oneDNN, making it the single default acceleration library for PyTorch on x86 CPUs. The…
KeyBanc analysts came back from Asia claiming Intel Foundry has won orders from Broadcom, Google, Microsoft, AMD, NVIDIA — and a multi-generation…
Samsung will build the base die of NVIDIA's custom NVHBM on TSMC 3nm — the rivals' first cooperation at the HBM manufacturing…
At least one board partner has held finished RTX 50 Super cards since July — 18GB and 24GB refreshes built on a…
A leaked factory notice says NVIDIA has stopped allocating GB202 silicon to the GeForce RTX 5090 — every future die goes to…
AMD co-invented High Bandwidth Memory in 2011 and shipped the first product. Today Lisa Su flies to Seoul to beg for supply.…
Synchronized with VLSI Symposia, ISSCC, & independent telemetry logs
