Memory

Where Nvidia’s Huang Went Wrong on Thomas Edison vs. AI

The tech industry’s self-congratulatory analogy of AI with electricity “is not absurd, but it’s too flawed to be useful,” says historian Peter Norton. What’s at stake: In Silicon Valley, power prevails. In the short run, if your business and technology have the power to make money, move the market, and change the rules, you won’t […]

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The Semiconductor Industry: Mobile and Consumer are Its Beating Heart

This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. These market segments generated $296 billion in semiconductor revenue in 2023, with an expected CAGR2023-2030 of 2.1% OUTLINE Semiconductor content will remain stable at ~35% for the mobile and computing subsegments while

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AI Accelerators and HPC: Latest Innovations in the Advanced IC Substrates Market

This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. The demands and complex requirements of the semiconductor industry were a key driver, transformation enabler, and innovation-inducer of the advanced packaging industry, including the market of advanced IC substrates. While the advanced

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Micron Commences Volume Production of Industry-leading HBM3E Solution to Accelerate the Growth of AI

Micron HBM3E helps reduce data center operating costs by consuming about 30% less power than competing HBM3E offerings BOISE, Idaho, Feb. 26, 2024 (GLOBE NEWSWIRE) — Micron Technology, Inc. (Nasdaq: MU), a global leader in memory and storage solutions, today announced it has begun volume production of its HBM3E (High Bandwidth Memory 3E) solution. Micron’s 24GB 8H

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