Reports
AI-generated structured vendor updates
Intel
Other
2026-07-12
Intel押注3D堆叠AI芯片 18A-PT+Foveros Direct 3D+EMIB-T全栈整合
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NVIDIA
Other
2026-06-12
NVIDIA and SK Hynix Lock Down HBM4/5 Roadmap, Cementing Vera Rubin Supply Chain
NVIDIA and SK Hynix sign a multi-year agreement to co-define HBM4 production and HBM5 pre-research for Vera Rubin GPUs. Samsung also enters HBM4 supply as a second source. The deal elevates SK Hynix from vendor to co-developer, potentially creating a de facto memory standard barrier that marginalizes Micron and others.