Micron’s Numbers Show Why HBM4 Memory Is Worth 15X Its Weight In Gold
It may turn out that HBM stacked DRAM is the most profitable product in the six decade history of co ...
Next Platform11 min read
Semantic Kernel
34 stories
HBM価格は2027年に2.2倍へ 供給不足続く
2027年も広帯域メモリ（HBM）の供給不足が続き、平均販売価格（ASP）は前年比121％上昇する見通しだ。市場調査会社TrendForceが予測した。供給不足とシステムコストの上昇を背景に、GPU／ASICメーカーでは、HBMの積層数を12層から8層に減らすことも検討されているという。
ITmedia AI - Japan6 min readSouth Korea’s AI chip giants are fighting for a bigger role in America’s AI boom
Samsung and SK Hynix dominate the high-bandwidth memory market. Now they are competing to become indispensable to Nvidia, OpenAI, and other U.S. AI companies.
Rest of World4 min readWhy Peter Thiel is both right and wrong about Europe
As the likes of Revolut show, some younger European companies can still aspire to being world class.
Sifted AI4 min readTatiana Shalalvand joins Cherry with an eye to back Legora, Lovable mafia founders
The incoming partner talks why the Nordics are so hot, the "rough time" in VC and being flexible with round sizes
Sifted AI3 min readEurope’s leading pre-seed investors in 2026
From London to Helsinki: the VC funds consistently backing Europe's earliest-stage startups.
Sifted AI28 min readThe AI Inference Revolution Is Here
Since about 2020, AI has largely focused on training bigger and better models. Large language models (LLMs) ballooned from millions of parameters to trillions.
IEEE Spectrum16 min read8 Best LangGraph Alternatives for AI Agent Orchestration (2026)
Coworker AI compares 8 LangGraph alternatives for agent orchestration: CrewAI, AutoGen, Semantic Kernel, Temporal and more, with honest trade-offs.
Coworker AI Blog7 min readYou pasted an API key into a coding session. Now what?
Deleting the chat does not remove it. Where the key actually lives, how to find every session that contains one, and what to do in what order.
chat-recall Blog4 min readLast Week in AI #250 - Mythos Mess, GPT 5.6-Sol, GLM 5.2
Anthropic's AI treaty discussions, US government's influence on AI model releases, OpenAI's processor development, memory market impacts, and more!
Last Week in AI4 min readMaximem Synap's Agent Memory Connected To Semantic Kernel
Maximem Synap's persistent agent memory now integrates with Microsoft Semantic Kernel. Per-user persistence, entity resolution, and 92% LongMemEval, 93.2% on LoCoMo accuracy for .NET and Python production agents.
Maximem Synap Blog10 min readDid Google's TurboQuant Actually Solve AI Memory Crunch?
Google’s TurboQuant promises 6x KV-cache compression. Here’s what it means for AI memory, HBM demand, and the broader memory crunch.
Nanonets Blog9 min readGive Your OpenClaw Superpowers: A Beginner’s Guide to AI Video Editing with WayinVideo API
ALERT FOR ABSOLUTE BEGINNERS: This guide was written with YOU in mind. Zero coding experience required. If you’ve never touched […] Give Your OpenClaw Superpowers: A Beginner’s Guide to AI Video Editing with WayinVideo API最先出现在Wayinvideo Blog - Share Insights, Tutorials, and Reviews。
WayinVideo Blog12 min readTop AI Models for Low Energy Use
Discover how smaller task-specific models and efficient chips use less AI energy, with quantization and pruning cutting inference costs.
Magai Blog14 min readScaling the Memory Wall: The Rise and Roadmap of HBM
The first portion of this report will explain HBM, the manufacturing process, dynamics between vendors, KVCache offload, disaggregated prefill decode, and wide / high-rank EP. The rest of the report will dive deeply into the future of HBM.
SemiAnalysis21 min readIntel 18A Details & Cost, Future of DRAM 4F2 vs 3D, Backside Power Adoption (or Not), China’s FlipFET, Digital Twins from Atoms to Fabs, and More
Long time readers will recall that SemiAnalysis covers more than just datacenters and AMD. Today we’re back to semiconductors with a tech-focused roundup of the best from this year’s VLSI conference, the premiere design and integration.
SemiAnalysis14 min read
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