HBM Costs Now 63% of AI Chips
Epoch AI reports HBM memory costs in AI chips rose to 63% by late 2025, reshaping hardware economics for NVIDIA and AMD.
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Epoch AI reports HBM memory costs in AI chips rose to 63% by late 2025, reshaping hardware economics for NVIDIA and AMD.
AMD CEO Lisa Su reveals China accounts for 20% of revenue and predicts a massive 35% annual growth in the CPU market dri…
AMD CEO Lisa Su visits Shanghai to challenge Nvidia's dominance, offering an alternative path for Chinese developers ami…
AMD's sixth-gen EPYC 'Venice' hits mass production using TSMC 2nm, boosting AI and HPC performance while lowering energy…
AMD launches the Ryzen AI Max+ 400 PRO series, claiming it is the first x86 processor capable of locally running models …
AMD reveals detailed specs for EPYC 8005 'Sorano' processors, boosting edge computing with Zen 5 cores and DDR5-6400 sup…
AMD CEO Lisa Su leads first China AI DevDay, highlighting AI agents and CPU evolution.
New AMD driver causes fans to stay off after wake, risking GPU overheating and throttling.
CPU-Z 2.20 update validates AMD's upcoming Ryzen AI Max series, confirming 'Gorgon Halo' architecture and new memory sta…
Former Meta research lead Tian Yuandong rejects Google and ByteDance to start a new AI venture, backed by AMD and NVIDIA…
AMD plans an 8GB Radeon RX 9050 based on Navi 44 to compete with Nvidia's upcoming entry-level RTX 5050.
Qualcomm and MediaTek cut 4/5nm orders at TSMC due to weak demand, while AMD captures the freed capacity for AI chips.