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2026-05-15
Infineon’s GaN Patent Double and AI Data-Centre Surge Lift Shares to 25-Year Peak — Insiders Tak - AD HOC NEWS
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www.ad-hoc-news.de 2026-05-15 AD HOC NEWS
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2026-05-15
Infineon Technologies stock (DE0006231004): AI demand, patent win and guidance lift power chip speci - AD HOC NEWS
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www.ad-hoc-news.de 2026-05-15 AD HOC NEWS
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2026-05-13
Samsung Strike Threatens AI Chip Output, Sparks HBM Supply Fears - Whalesbook
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www.whalesbook.com 2026-05-13 Whalesbook
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2026-05-11
Memory bottlenecks threaten data-center GPU efficiency as AI inference scales, says Micron SVP - digitimes
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www.digitimes.com 2026-05-11 digitimes
Micron's senior vice president, Jeremy Werner, told The Circuit Podcast that memory has become a strategic bottleneck for data-center inference, warning that insufficient memory can sharply cut GPU utilization while faster, larger memory can theoretically...The article requires paid subscription.Subscribe Now
SemiconductorMemory TechnologyAI InferenceData CenterGPU EfficiencyStorage MemoryChip DesignArtificial Intelligence
2026-05-03
Intel’s ZAM Memory Threatens HBM’s AI Throne With 2x The Bandwidth of HBM4, More Capacity & Low Thermal Constraints - Wccftech
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wccftech.com 2026-05-03 Wccftech