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Samsung HBM4 Enters the Vera Rubin Era as Commercial Shipments Hit 11.7 Gbps and Target 13.0 Gbps Headroom
Semiconductor Angel Morales 2/14/26 Semiconductor Angel Morales 2/14/26

Samsung HBM4 Enters the Vera Rubin Era as Commercial Shipments Hit 11.7 Gbps and Target 13.0 Gbps Headroom

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Samsung Begins Mass Production and Shipments of HBM4
Semiconductor, Hardware Angel Morales 2/13/26 Semiconductor, Hardware Angel Morales 2/13/26

Samsung Begins Mass Production and Shipments of HBM4

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Samsung Reportedly Clears HBM4 Verification and Lines Up Early Placement in NVIDIA Vera Rubin, With Supply Timing as Soon as June
Hardware, Semiconductor Angel Morales 1/27/26 Hardware, Semiconductor Angel Morales 1/27/26

Samsung Reportedly Clears HBM4 Verification and Lines Up Early Placement in NVIDIA Vera Rubin, With Supply Timing as Soon as June

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Intel Showcases First Glass Core Substrate Integrated with EMIB Packaging
Hardware, Semiconductor Angel Morales 1/23/26 Hardware, Semiconductor Angel Morales 1/23/26

Intel Showcases First Glass Core Substrate Integrated with EMIB Packaging

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NVIDIA Rushes Vera Rubin Bandwidth Upgrades as AMD Instinct MI455X Turns Up Competitive Pressure
AI, Hardware Angel Morales 1/23/26 AI, Hardware Angel Morales 1/23/26

NVIDIA Rushes Vera Rubin Bandwidth Upgrades as AMD Instinct MI455X Turns Up Competitive Pressure

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Samsung’s HBM Turnaround Pulls AMD and NVIDIA Back to the Table After Internal Process Improvements
Semiconductor Angel Morales 12/22/25 Semiconductor Angel Morales 12/22/25

Samsung’s HBM Turnaround Pulls AMD and NVIDIA Back to the Table After Internal Process Improvements

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Tachyum Claims Exclusive Rights to the ‘TPU’ Trademark and Plans to Challenge Google Over Its AI Chip Branding
AI, Hardware Angel Morales 12/10/25 AI, Hardware Angel Morales 12/10/25

Tachyum Claims Exclusive Rights to the ‘TPU’ Trademark and Plans to Challenge Google Over Its AI Chip Branding

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NVIDIA Confirms GTC 2026 Will Return to San Jose on March 16.
Hardware, Announcement Angel Morales 12/8/25 Hardware, Announcement Angel Morales 12/8/25

NVIDIA Confirms GTC 2026 Will Return to San Jose on March 16.

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Intel’s Gaudi 3 AI Chips Secure Integration in Dell’s PowerEdge Servers
Angel Morales 9/18/25 Angel Morales 9/18/25

Intel’s Gaudi 3 AI Chips Secure Integration in Dell’s PowerEdge Servers

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Elon Musk Praises AMD AI Hardware for Small-to-Medium Models, Notes NVIDIA Still Dominates Large-Scale Training
AI, Hardware Angel Morales 9/15/25 AI, Hardware Angel Morales 9/15/25

Elon Musk Praises AMD AI Hardware for Small-to-Medium Models, Notes NVIDIA Still Dominates Large-Scale Training

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AMD Aims for “Milan Moment” With Instinct MI450, Strengthening Software Stack to Compete With NVIDIA
Hardware, Industry Angel Morales 9/15/25 Hardware, Industry Angel Morales 9/15/25

AMD Aims for “Milan Moment” With Instinct MI450, Strengthening Software Stack to Compete With NVIDIA

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AMD Reportedly Increases Instinct MI350 AI Accelerator Price by 70%, Positions It to Rival NVIDIA’s Blackwell B200
Hardware, Rumor Angel Morales 7/29/25 Hardware, Rumor Angel Morales 7/29/25

AMD Reportedly Increases Instinct MI350 AI Accelerator Price by 70%, Positions It to Rival NVIDIA’s Blackwell B200

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DeepSeek's FlashMLA Maximizes Performance on NVIDIA's Hopper H800 GPUs
AI, News Angel Morales 2/25/25 AI, News Angel Morales 2/25/25

DeepSeek's FlashMLA Maximizes Performance on NVIDIA's Hopper H800 GPUs

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