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| Nvidia will reportedly start Blackwell server deliveries in early December |
9/30/2024 |
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Nvidia plans to ship its GB200 servers, featuring Blackwell AI graphics processing units, to major cloud service providers like Microsoft, Oracle and AWS in December. This follows the resolution of yield issues with the B100 and B200 GPUs, and despite initial production hiccups, demand remains strong.
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| Arm's bid to buy Intel's product division rejected |
9/30/2024 |
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Arm Holdings, seeking to expand beyond smartphones into PCs and servers, approached Intel to buy its product division but was rebuffed, according to a source. Intel's market value has dropped significantly and takeover speculation is growing.
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| Samsung unlikely to follow Intel's foundry spinoff initiative |
9/24/2024 |
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Intel's effort to spin off its foundry business to raise funds has sparked discussions about whether Samsung Electronics will follow, but analysts suggest it is unlikely due to the high investment demands and the need for support of its mobile and memory units.
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| China-based CXMT's aggressive production expansion may disrupt global DRAM market |
9/23/2024 |
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CXMT's rapid expansion could challenge the Big Three's dominance in the DRAM market, which has been established since the early 2010s. However, with a global market share of under 1% and a focus on older products like DDR4 and LPDDR4, CXMT remains two to four years behind in cutting-edge technologies such as HBM3E, DDR5, and LPDDR5X, according to analysts.
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