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TradeFlockUSA
Tech

Samsung HBM output for U.S. customers slips a quarter after tool delays

High-bandwidth memory remains the hidden bottleneck in every GPU allocation meeting.

James WhitakerTechnology Editor
Earth viewed from orbit at night with city lights

Earth viewed from orbit at night with city lights

AUSTIN, Texas — High-bandwidth memory remains the hidden bottleneck in every GPU allocation meeting.

Two U.S. server builders said their HBM-attached accelerator shipments slipped after Samsung pushed a process tool install, forcing a reshuffle of Nvidia and AMD board mixes.

James Whitaker

Technology Editor

Reports on semiconductors, cloud infrastructure, and the industrial politics of AI.