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Hot Chips
Featured in 2 tracked stories · first seen
Situations
Global AI memory and NAND flash shortage intensifies
15 clusters · 74 sources · last updated
Latest: Micron targets 100,000 HBM wafers per month by 2026
The global memory shortage, driven by AI demand, is intensifying across DRAM, HBM, and NAND flash sectors. Major manufacturers, including Samsung, SK hynix, and Micron Technology, have reportedly exhausted their DRAM and
2026 AI hardware ecosystem expansion
16 clusters · 50 sources · last updated
Latest: Samsung unveils HBM base die evolution at Hot Chips 2026
The AI hardware ecosystem expanded significantly through 2026, characterized by a shift toward high-capacity, cost-effective memory solutions. Intel advanced its Crescent Island PCIe accelerator, utilizing the Xe3P archi