Memory & Storage
HBM, DRAM, NAND, and storage technology coverage.
OCP Global Summit Unveiled Time to Online as a Newly Critical Measure
At OCP Global Summit 2026, time-to-online, grid-to-chip convergence, and deepening heterogeneity made standards compliance the buyer’s lever.
Guy Currier · Nov 5, 2026 · 9 min
Former Intel CEO Backs New Memory Startup
Former Intel CEO Pat Gelsinger is backing a startup developing a high-bandwidth memory architecture designed to combine the speed of SRAM with the density of DRAM. According to The Register, Gelsinger is backing the effort through Playground Global, the venture capital firm where he became a partner in 2025 following his ouster from Intel. Nagare […]
Andy Patrizio · Nov 3, 2026 · 3 min
Quantum Computing Will Break AI’s Science Barrier and Open a $1.5 Trillion Addressable Market by 2040
The scientific barriers quantum will break, the TAM each one opens, and the use cases AMD, AWS, Google, IBM, IonQ, Microsoft, and NVIDIA are targeting.
Brendan Burke · Oct 30, 2026 · 10 min
Oracle Makes the Supercluster Multi-Silicon at AI World 2026
Oracle expands NVIDIA Vera Rubin and adds Google TPUs, Cerebras, SambaNova, and Intel Diamond Rapids to OCI’s multi-silicon supercluster.
Brendan Burke · Oct 29, 2026 · 6 min
NVIDIA’s 104-Qubit JUPITER Simulation Makes GPU Supercomputers the Design Platform for Fault-Tolerant Quantum
NVIDIA and Jülich run a record 104-qubit fault-tolerant quantum simulation on JUPITER, validating magic state cultivation with 90% fewer physical qubits.
Brendan Burke · Oct 22, 2026 · 6 min
Microsoft Sovereign Cloud Shifts the Focus to Customer-Run AI
Microsoft Sovereign Cloud adds Foundry Local, Sovereign Control Panel, and partner options. Futurum assesses what it means for control and jurisdiction.
Nick Patience · Oct 21, 2026 · 7 min
NVIDIA DGX Spark 64GB’s Low Price-Point Aims To Accelerate Local AI Inference
DGX Spark 64GB retains NVIDIA’s AI software stack and clustering capabilities, while higher prices sharpen memory and value decisions for developers.
Olivier Blanchard · Oct 20, 2026 · 7 min
Samsung Taps TSMC to Build NVIDIA’s Next-Generation AI Memory Chips
Samsung Electronics plans to use rival chipmaker TSMC’s advanced manufacturing technology to produce a key component of NVIDIA’s next-generation AI memory chips, a major change in Samsung’s semiconductor strategy. The agreement, first reported by the Seoul Economic Daily, is part of NVIDIA’s effort to improve the performance and supply of high-bandwidth memory, a crucial technology […]
James Maguire · Oct 19, 2026 · 3 min
Intel D-Series GPUs Make HBM Optional for Agentic Inference
Intel D-series GPUs target agentic inference with 480 GB LPDDR5X at 350W, joined by 46,000-core Xeon racks at the 2026 OCP Global Summit.
Brendan Burke · Oct 19, 2026 · 8 min
CXMT Targets Server Memory Market With New Architecture
China’s ChangXin Memory Technologies (CXMT) is continuing its rapid assault on the DRAM market, unleashing a torrent of new supplies into markets that desperately need it. Its latest development is a new DDR5 server memory module planned for the end of 2026. The company is preparing to expand into the high-end server memory market with […]
Andy Patrizio · Oct 13, 2026 · 2 min
Microsoft Maia 300 Bets Gigawatts on Dataflow Inference Silicon
Microsoft Maia 300 pairs 288 GB of HBM4 with a 12,288-accelerator scale-up fabric as Microsoft plans multi-gigawatt Maia inference deployments from 2027.
Brendan Burke · Oct 13, 2026 · 9 min
Huawei Targets AI Inference Bottlenecks With Memory Storage Accelerator
Huawei has introduced a new storage architecture aimed at addressing the rapidly expanding amount of key-value (KV) cache data generated by long-context and multi-turn workloads, which has emerged as a major bottleneck in large-scale AI inference. The OceanStor M900 Context Memory Storage, unveiled at HUAWEI CONNECT 2026 in Shanghai, is designed to provide hyperscale AI […]
Andy Patrizio · Sep 30, 2026 · 2 min
AI Infra Summit 2026 – Can Optics Break the AI Power Wall by 2028?
AI Infra Summit 2026 made tokens per megawatt the AI scoreboard, as optics challengers and memory-first silicon target a 2028 co-packaged optics ramp.
Brendan Burke · Sep 22, 2026 · 11 min
NVIDIA Shares Rise as CEO Jensen Huang Confirms Chip Sales Will Double by 2027
NVIDIA Corp. CEO Jensen Huang confirmed Thursday that the semiconductor giant expects chip sales to roughly double in 2027 from 2026. Speaking at a technology conference in Scotland, Huang reiterated the aggressive growth trajectory previously outlined to investors during the company’s August earnings call, where management characterized its 70% fiscal 2028 revenue projections as a […]
Jon Swartz · Sep 18, 2026 · 2 min
Chinese Researchers Claim 100-Fold Increase in Next-Generation Memory Endurance
Even though memory has no moving parts, it is prone to wear and eventually erosion. The electrical current flowing through the chips eventually causes failure and brings the entire system down. In the case of flash memory, which is also built on DRAM memory technology, that means data loss. But now Chinese researchers have developed […]
Andy Patrizio · Sep 18, 2026 · 2 min
SK hynix in Exploratory Talks With Intel for First U.S. Chip Manufacturing Presence: Report
South Korean memory chipmaker SK hynix is in preliminary talks with Intel Corp. that could result in the company manufacturing semiconductors in the United States for the first time. According to Reuters, citing sources familiar with the discussions, the companies are exploring multiple structures for potential partnership. One scenario involves SK hynix leasing space at […]
Jon Swartz · Sep 16, 2026 · 3 min
Micron Hires a 37-Year EDA Veteran to Run Its $10 Billion Memory Lab. What Does That Say About Where Memory Scaling Goes Next?
Micron Research Labs names EDA veteran Deirdre Hanford as president, signaling design tools and co-design as the next memory scaling frontier.
Brendan Burke · Sep 16, 2026 · 6 min
Semiconductor Revenue Surges 31% in Q2
Global semiconductor revenue jumped to a record $425 billion in the second quarter of 2026, driven by the massive memory demand, according to market research firm Omdia. Semiconductor revenue increased 31.4% sequentially in the quarter, surpassing the previous record quarterly growth rate of 29.2% set in the first quarter. The surge pushed semiconductor revenue for […]
Andy Patrizio · Sep 15, 2026 · 2 min
Memory Prices Surge as AI Demand Consumes the DRAM Market
The cost of PC memory has risen to unprecedented levels as the artificial intelligence boom continues to absorb huge amounts of the world’s DRAM production. The situation has become so severe that major technology companies and hyperscalers are reportedly locking up memory supplies well into 2028. That leaves very little leftover inventory for things like […]
Andy Patrizio · Sep 8, 2026 · 3 min
Arm Unveils Neoverse CSS N4 Platform, Expands AGI CPU Adoption
Arm has announced its next-generation Neoverse CSS N4 platform, bringing a massive upgrade in semi-custom compute designs to cloud and data center markets. Built on TSMC’s advanced N3P process, the new platform delivers up to 128 cores per die running at speeds up to 3.8 GHz, effectively doubling the core density of its predecessor. The […]
Jon Swartz · Sep 8, 2026 · 2 min