Memory
4 articles RSS
Samsung Pursues Multi-Year Memory Deals With Google and Microsoft as Big Tech Races to Lock In AI Chip Supply
Samsung Electronics is negotiating three-to-five-year memory supply agreements with Google and Microsoft that could include more than 10 billion dollars in prepayments, as hyperscalers move to secure chip capacity amid a structural AI-driven shortage.
HBM4 Enters Mass Production as All Three Memory Giants Race to Supply NVIDIA's Vera Rubin
Samsung, SK Hynix, and Micron have all confirmed high-volume HBM4 production for NVIDIA's Vera Rubin platform at GTC 2026, with 12-layer stacks delivering 2.8 TB/s bandwidth and 16-layer samples already shipping to customers.
Microsoft's Project Silica Stores 4.8 Terabytes in a Glass Slab That Could Last 10,000 Years
Microsoft Research published a Nature paper showing ordinary borosilicate glass can store 4.8 TB of data for over 10,000 years, extending its Project Silica archival storage technology to everyday materials.
Samsung Ships First HBM4 Chips, Beating SK Hynix to Market in the Race to Feed AI's Memory Hunger
Samsung begins commercial HBM4 shipments with 3 TB/s bandwidth per stack, gaining a timing edge over SK Hynix as memory becomes the critical bottleneck in AI infrastructure.