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Shares ofAdvanced Micro Devices(AMD0.61%)have rocketed more than 320% over the past year as investors have followed AMD's growth story in providing processors for agentic artificial intelligence (AI).The gains forNvidiaaren't anything to be embarrassed about; the stock has jumped 82% over the past 12 months, compared to theS&P 500's 32% gains.But the big disparity between AMD's and Nvidia's gains

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Should You Pay Attention To Micron Technology Stock’s Momentum? - Trefis

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www.trefis.com 2026-05-07 Trefis

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Conventional DRAM overtakes HBM profitability; memory big two draw attention with different responses - 디지털투데이

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www.digitaltoday.co.kr 2026-05-06 디지털투데이

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Replacing GPU Compute Dies With PNM-Enabled HBM Cubes For Long-Context Decode Attention (UCSD, Columbia, Yonsei U., NVIDIA, Samsung) - Semiconductor Engineering

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semiengineering.com 2026-05-06 Semiconductor Engineering

A new technical paper, “AMMA: A Multi-Chiplet Memory-Centric Architecture for Low-Latency 1M Context Attention Serving,” was published by researchers at UC San Diego, Columbia University, Yonsei University, NVIDIA, and Samsung.Abstract“All current LLM serving systems place the GPU at the center, from production-level attention-FFN disaggregation to NVIDIA’s Rubin GPU-LPU heterogeneous platform. Ev

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