OpenAI COO Brad Lightcapp: Memory chip shortage becomes a bottleneck for the development of AI.
Feng Li, President of SEMI China, said: The HBM market size is expected to grow by 58% to reach US$54.6 billion by 2026, with a capacity gap of 50%-60%.
SK Hynix stated that it expects memory demand to increase in the medium to long term, thanks to AI.
Toshiba, Rohm, and Mitsubishi Electric are in talks regarding chip-related matters.
Sony and Honda officially announced the termination of the Afeela electric vehicle project.
The Chinese Academy of Sciences has launched R&D on next-generation open-source chips and systems.
Skoda confirms it will withdraw from the Chinese market by mid-2026.
Nomura Securities has significantly raised its forecast for rising memory chip prices: It expects DRAM and NAND prices to increase by 51% and 50% respectively in Q2 2026.
Google has released TurboQuant, a highly efficient AI memory compression algorithm that can reduce cache memory usage of large language models by at least 6 times and improve performance by 8 times without sacrificing accuracy.
