HBM4
Coverage of HBM4 in the Nexus archive.
- Big Tech demanding deals that smooth out memory prices, says SK Hynix
SK Hynix has secured long-term supply deals with major AI industry customers to stabilize volatile memory prices, reporting a 257% revenue increase and 557% profit surge in Q2. The company attributes growth to higher DRAM and NAND memory prices and anticipates slower Q3 growth, emphasizing strategic partnerships and mechanisms like deposits to ensure demand visibility and business stability.
- South Korean chip startup FuriosaAI invades European datacenters
South Korean AI chip startup FuriosaAI has deployed its RNGD AI accelerators at Equinix's Lisbon datacenter, targeting European demand for sovereign AI compute. The RNGD cards offer 48 GB HBM3, 1.5 TB/s bandwidth, and 512 teraFLOPS of FP8 performance with an 180W TDP, while Furiosa collaborates with Broadcom on a next-gen chip using HBM4 memory.
- Broadcom's custom ASIC biz adds South Korea's FuriosaAI to its empire
Broadcom partners with South Korean AI startup FuriosaAI to develop AI accelerators using Broadcom's advanced chip packaging technology. The collaboration aims to create a 2nm Tensor Contraction Processor with dual-layer HBM4 memory, leveraging Broadcom's 3.5D XDSiP tech to streamline multi-die chip design. FuriosaAI's RNGD chips, while less powerful than Nvidia's B200, offer significantly lower power consumption.