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2026-09-28
Oddo BHF Lifts Infineon to Outperform as Chipmaker Trades Commodity Memory for AI Data Center Power - AD HOC NEWS
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www.ad-hoc-news.de 2026-09-28
2026-09-27
Qualcomm confirms it is working closely with Samsung for future 2nm chips - SamMobile
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www.sammobile.com 2026-09-27
2026-09-27
Infineon Cashes Out of Commodity Memory to Double Down on AI Power - AD HOC NEWS
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www.ad-hoc-news.de 2026-09-27
Infineon's $1.12 billion divestiture of its NOR-Flash and F-RAM portfolio to Winbond Electronics represents a deliberate strategic pivot rather than a simple cost-reduction exercise. The German chipmaker is trading a business long squeezed by relentless price competition in commodity memory for conc
InfineonWinbondNOR FlashF-RAMSilicon CarbideAI Data CenterPower SemiconductorsM&A
2026-09-25
Micron Stocks Gain While CXMT Raises the Commodity Threat - Yahoo Finance Singapore
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sg.finance.yahoo.com 2026-09-25
2026-09-25
Micron Stocks Gain While CXMT Raises the Commodity Threat - TradingView
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www.tradingview.com 2026-09-25
2026-09-22
Samsung Electronics' DRAM Expansion Won't Ease Commodity Shortage — Price Rally Seen Prolonged - finance.biggo.com
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news.google.com 2026-09-22
2026-09-16
Samsung may outsource DDR5 production to make more expensive HBM - SamMobile
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www.sammobile.com 2026-09-16
2026-09-15
Bungie Delays Marathon's Update to December For More Polish, Announces Move Away From Strict Seasonal Cadence - MMORPG.com
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www.mmorpg.com 2026-09-15
2026-09-14
Samsung could see a major jump in HBM market share by end of 2026 - SamMobile
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www.sammobile.com 2026-09-14
2026-09-14
Samsung may still be in the running to produce Qualcomm's new 2nm chip - SamMobile
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www.sammobile.com 2026-09-14
2026-09-12
Positron AI Raises $875M to Prove Commodity Memory Can Beat HBM in Inference - Tech Times
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www.techtimes.com 2026-09-12
2026-09-09
Infineon doubles Co-Innovation Space to accommodate more startups - Singapore Economic Development Board (EDB)
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www.edb.gov.sg 2026-09-09
2026-09-08
Samsung will use ASML's advanced machines to make even better chips - SamMobile
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www.sammobile.com 2026-09-08
2026-09-03
Samsung strengthens its position in the HBM market in Q2 2026 - SamMobile
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www.sammobile.com 2026-09-03
2026-09-03
Massive Exynos 2700 leak gives us our first look at Samsung's next-gen flagship chip - SamMobile
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www.sammobile.com 2026-09-03
2026-09-03
NVIDIA(NVDA.US) Officer Sells US$6.54 Million in Common Stock - Moomoo
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www.moomoo.com 2026-09-03
2026-09-01
With The HBM Base Die Costing 3-4x As Much As The Core Die, NVIDIA's NVHBM Is A Master Stroke For Capturing Most Of The HBM Value While Relegating The 'Big Three' To The Commodity Status - Wccftech
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wccftech.com 2026-09-01
2026-09-01
With The HBM Base Die Costing 3-4x As Much As The Core Die, NVIDIA’s NVHBM Is A Master Stroke For Capturing Most Of The HBM Value While Relegating The ‘Big Three’ To The Commodity Status - wccftech.com
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news.google.com 2026-09-01
2026-08-27
Nvidia NVHBM promises 30% higher bandwidth, 15% lower power than commodity HBM4e
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tomshardware.com 2026-08-27
NVIDIA has introduced NVHBM, a custom high-bandwidth memory solution designed to enhance performance and energy efficiency in AI accelerators. Compared to standard HBM4e, NVHBM delivers up to 30% higher bandwidth and 15% lower power consumption. By relocating the memory controller into the base die
NVIDIAHigh-Bandwidth MemoryAI AcceleratorNVLink FusionCustom ChipsSemiconductor TechnologyData CenterHBM4e
2026-08-27
Nvidia custom 'NVHBM' promises 30% higher bandwidth, 15% lower power than commodity HBM4e — custom base die and PHY will be available to NVLink Fusion partners - Tom's Hardware
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www.tomshardware.com 2026-08-27