hbm

Micron Technology has become a focal point in the latest AI infrastructure debate as Moonshot AI’s Kimi K3 draws extraordinary interest in China, exposing how rapidly a popular generative AI model can translate into demand for memory capacity, memory bandwidth, and data-center storage. The...

AMD and Qualcomm have separately introduced new memory-packaging approaches in late June and early July 2026, with AMD adding LPDDR5X memory to Versal Premium Gen 2 adaptive SoCs and Qualcomm previewing High Bandwidth Compute for future AI inference accelerators. The announcements, detailed by...