Story thread
Concurrent HBM And Host Memory Access Improves LLM Inference Throughput (Georgia Tech, Nvidia, Stanford)
18 linked items ·September 22, 2026 → October 27, 2026· All threads
September 22, 2026 ·Chips desk ·Open that day's brief
Samsung HBM4E wins NVIDIA nod for AI accelerator push
October 10, 2026 ·Chips desk ·Open that day's brief
Samsung reportedly secures long-term contracts covering up to 80% of 2027 memory supply
October 12, 2026 ·Chips desk ·Open that day's brief
Samsung could unseat SK Hynix as HBM leader in 2027
October 12, 2026 ·Chips desk ·Open that day's brief
Samsung, AMD validate CXL memory for AI servers
October 14, 2026 ·Chips desk ·Open that day's brief
SK Hynix HBM4 equipment installations reportedly face partial deferral to 2027
October 14, 2026 ·Chips desk ·Open that day's brief
Samsung, SK Hynix aim to ease AI memory bottlenecks with zHBM, HBF
October 16, 2026 ·Chips desk ·Open that day's brief
October 20, 2026 ·Chips desk ·Open that day's brief
AMEC seeks South Korean foothold through MOCVD trials with SK Keyfoundry, Magnachip
October 21, 2026 ·Chips desk ·Open that day's brief
Micron faces potential Taiwan strike, union cites Samsung, SK Hynix profit-sharing benchmark
October 21, 2026 ·Chips desk ·Open that day's brief
Inside Nvidia DSX POD: How a factory-built AI data center could go live in 14 days
October 22, 2026 ·Chips desk ·Open that day's brief
Nvidia Unveils DSX Pod for Faster AI Data Center Builds
October 22, 2026 ·AI Compute desk ·Open that day's brief
Tesla, Nvidia reportedly invest KRW3.7 trillion to secure Samsung Electro-Mechanics ABF capacity
October 23, 2026 ·Chips desk ·Open that day's brief
Nvidia Unveils DSX POD Amid Greenpeace Protest
October 23, 2026 ·AI Compute desk ·Open that day's brief
Nvidia unveils OOI CPO prototype for post-2028 AI needs
October 25, 2026 ·Chips desk ·Open that day's brief
Podcast highlights: TSMC's 3nm demand story, Samsung HBM shift, and A14 ramp
October 26, 2026 ·Chips desk ·Open that day's brief
Samsung, SK Hynix eye 2Q27 shipments of 8-layer HBM4 to Nvidia
October 27, 2026 ·Chips desk ·Open that day's brief
Cadence unveils Nvidia-powered AI data center in Munich, Germany
October 27, 2026 ·AI Compute desk ·Open that day's brief