After Nvidia, Samsung vows to abandon consumer focus and concentrate on lucrative enterprise market instead — surge in HBM, enterprise SSD, DDR5 server memory chip expected to drive margins

Nvidia has transformed into an AI superpower, becoming the third most valuable company in the world off the back of it, so it’s perhaps no surprise other tech giants are looking on in envy and shifting their focus to follow suit. During its recent earnings call, Samsung reported a consolidated operating profit of $4.8 billion in … Read more

Intel unveils flurry of new Arc GPUs — however serious graphics users will have to wait for more powerful models, as these focus on a completely different and more lucrative market

Two years after the debut of its Arc Alchemist GPUs, Intel is launching six new Arc products, but these are designed for edge/embedded systems.  These edge systems, which process data near the source to reduce latency and bandwidth use, are becoming increasingly essential in areas such as IoT, autonomous vehicles, and AI applications. As Intel … Read more

Samsung’s biggest memory rivals are plotting a tie-up with Kafkaesque implications — SK Hynix and Kioxia could build lucrative HBM chips for Nvidia, AMD and others

South Korean chipmaker SK Hynix, a key Nvidia supplier, says it has already sold out of its entire 2024 production of stacked high-bandwidth memory DRAMs, crucial for AI processors in data centers. That’s a problem, given just how in demand HBM chips are right now. However, a solution might have presented itself, as reports say … Read more