Markets

China’s YMTC aims to become the world’s largest NAND maker by the end of 2027, report says — company plans to overtake Samsung and SK hynix

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YMTC’s listing turns that position into a funding mechanism. Margins earned at the top of the memory cycle are already paying for domestic tool development, and the IPO adds a capital source that sits outside the reach o…

Hot Chips 2026: Samsung makes LPDDR5X smart with logic unit in memory — LPDDR5X-PIM is 3.01x faster than LPDDR5X in AI inference with 8x the bandwidth

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Once the calculation is done, a PIMX_WR command transfers the output data back to the DRAM bank. Samsung noted there doesn’t need to be a 1:1 relationship between reads and writes, but it’s useful for this example. With …

Hot Chips 2026: OpenAI’s Jalapeño AI ASIC unpacked — accelerator developed using AI achieves efficiency and throughput gains against power-hungry Blackwell

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To explain how it works, let us compare OpenAI’s and Nvidia’s approaches. Nvidia’s standard system-level decomposition is primarily two phases: prefill and decode. Prefill is generally compute-bound (which is why Nvidia …