近期花旗发布了一份引人注目研报，其在报告中表示英伟达在AI基础设施峰会上重磅推出的Rubin CPX GPU，专为长语境推理设计，有望实现约50倍的惊人投资回报率，远超此前GB200 NVL72约10倍的回报率。

Samsung Electronics, which has fallen behind in the HBM (high-bandwidth memory) competition, is aiming for a rebound in the memory market. This is because sales of its mainstay commodity DRAM are ...

Nvidia is preparing a potential shake-up in the AI semiconductor memory market with the introduction of its next-generation ...

Nvidia has reportedly requested Samsung Electronics Co. to significantly expand its procurement of GDDR7 graphics memory, a move expected to enhance Samsung's memory business revenue. South Korean ...

Vik-on, however, looks to have been able to double the VRAM capacity of their RTX 4090 successfully with relative ease. Key ...

Put even a foot in the ring as it shrinks down the map and you're dead - end of story - which should make things interesting ...

NVIDIA originally requested 9Gbps for HBM4, asked for 10Gbps, then why not try 11Gbps? Samsung's new 1c DRAM for HBM4 can do ...