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Monday 11 May 2026
Memory bottlenecks threaten data-center GPU efficiency as AI inference scales, says Micron SVP
Micron's senior vice president, Jeremy Werner, told The Circuit Podcast that memory has become a strategic bottleneck for data-center inference, warning that insufficient memory can...
Monday 11 May 2026
Secure City Solutions: The Canadian Firm Revolutionizing High-Stakes Video Data

In the high-stakes world of global security and emergency response, the shift toward "video-centric" operations has created a massive technical bottleneck: the struggle...

Wednesday 6 May 2026
SoftBank, Intel target HBM limits with 9-layer memory
SoftBank's memory unit SAIMEMORY is preparing to present a new 3D DRAM technology developed with Intel, as the AI hardware industry seeks ways to ease the power and heat constraints...
Tuesday 5 May 2026
South Korea eyes memory-led AI order against Nvidia
As AI shifts from training to inference and from single-task use to multi-agent collaboration, South Korea's semiconductor industry is seeking to recast the market around memory rather...
Thursday 30 April 2026
Taiwan launches all-photonic network to strengthen data center resilience and AI computing backup
Taiwan President Lai Ching-te has pledged to transform Taiwan into an "AI island," with a key focus on developing an all-photonic network (APN). The National Science and Technology...
Wednesday 29 April 2026
China memory chip designer Montage lifts profit on DDR5, AI server demand
China-based memory interface chip supplier Montage Technology reported solid first-quarter 2026 results, supported by rising demand for AI servers and accelerating adoption of next-generation...
Monday 27 April 2026
What Nvidia and Broadcom's CPO bets reveal about the future of AI infrastructure
The CPO market is projected to grow at a 142% CAGR from 2026 to 2030 (excl. ELS). As AI clusters scale and 3.2T data rates push copper to its limits, CPO is emerging as a key solut...
Wednesday 22 April 2026
CXMT HBM3 timeline slips, mass production unlikely in 2026
China's leading memory chipmaker ChangXin Memory Technologies (CXMT) is facing fresh uncertainty over the commercialization timeline of its fourth-generation high bandwidth memory...
Monday 20 April 2026
LEO satellites set to transform in-flight connectivity
For years, one of the most frustrating aspects of long-haul travel has been expensive, slow, and often unreliable in-flight Wi-Fi. With the rapid rise of low Earth orbit (LEO) satellite...
Monday 20 April 2026
SOCAMM2 race intensifies as SK Hynix starts mass production, while Micron and Samsung push competing designs
SK Hynix has begun mass production of its 192GB SOCAMM2 memory module, marking a major step in the commercialization of next-generation low-power server DRAM designed for AI workloads,...
Thursday 16 April 2026
Samsung pushes HBM4 yields as advanced testing and cutting technologies emerge
Samsung Electronics is accelerating efforts to improve yields for its sixth-generation high bandwidth memory (HBM4), as it seeks to narrow the gap with market leader SK hynix. According...
Thursday 16 April 2026
Kbro enters 10G era with NT$10 billion investment, advocates heterogeneous network backup to replace price wars
Taiwan's Kbro Broadband on April 15 unveiled its next-generation 10G broadband service, backed by a planned NT$10 billion (approx. US$316.45 million) investment to upgrade network...
Thursday 16 April 2026
Renesas reports accelerated MRDIMM adoption in China
As AI servers rapidly increase demand for high bandwidth and large-capacity memory, Renesas Electronics noted that, driven by strong demand in China and expanding capacity, its Memory...
Wednesday 8 April 2026
AI server boom lifts Taiwan's ACES Electronics into the high-speed interconnect race
As AI servers grow more complex and bandwidth demands surge, components once considered peripheral—connectors and high-speed cables—are emerging as critical determinants...
Wednesday 1 April 2026
Micron reportedly developing stacked GDDR to address shifting AI memory demand

Micron is reportedly developing vertically stacked graphics DRAM (GDDR) products to address shifting AI memory demand, according to...