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Semiconductors, foundries, advanced packaging and the global silicon supply chain, covered by The Silicon Ledger.
Micron is raising prices for DRAM and NAND flash memory, with increases expected to extend through 2025 and 2026 as artificial intelligence and data center demand intensifies.
AMD's forthcoming RDNA 4 consumer graphics cards will ship without official ROCm backing, marking another chapter in the software platform's struggle to keep pace with hardware releases.
The chipmaker has extended its timeline for the $100 billion Ohio One site, with the first manufacturing module now expected to begin production between 2030 and 2031, though the company says it can accelerate if demand requires.
Hydra Host has detailed its role in constructing the Exacluster, a system featuring 18 Lenovo machines equipped with 144 Nvidia H200 GPUs and custom networking infrastructure designed for both training and inference workloads.
Nvidia's latest graphics cards disappeared from Newegg's inventory within 20 minutes of launch, with most units gone in just five minutes, underscoring the severe shortage that has plagued the Blackwell rollout.
Intel's 900-series chipsets and the return of SLI graphics have brought PCI Express into the mainstream. The new bus technology replaces PCI's aging shared architecture with a point-to-point switched design that promises higher bandwidth and better performance for demanding applications.
