TSMC Denies Developing 3D DRAM for Nvidia
TSMC denied reports that it is developing 3D DRAM at Nvidia's request, reiterating its focus on IC foundry services. Although sources claim TSMC has begun planning 3D DRAM production for AI hardware, the company officially denied the story, stating its mission remains centered on logic chips.
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Microsoft reportedly ends Oracle AI compute lease
Microsoft reportedly decided not to renew its 2023 compute lease with Oracle for AI-powered Bing. The capacity, using older NVIDIA chips, has been shut down recently, reflecting shifts in cloud compute demand.
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DEEPX Launches Low-Heat AI Chip DX-M1
South Korean AI chip startup DEEPX unveiled the low-heat AI chip DX-M1 in the US. The CEO emphasized that its thermal performance is significantly better than standard products.
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AI Demand Causes Memory Shortage to Persist Until 2030
Rising AI data center demand has tightened global memory supply, with AI consuming about 70% of DRAM. Analysts predict the shortage will last into the 2030s, keeping GPU and hardware prices high.
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